Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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    Dear Tammy,


    This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.


    I appreciate your time and looking forward to hearing back from you!

  2. Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message

    7 votes

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  3. 1 vote

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  4. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    2 votes

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  5. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    2 votes

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  6. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    96 votes

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  7. 1 vote

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  8. Have all the documents templates also in spanish, specially the contracts template

    1 vote

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  9. smart content block option unavailability for content library.

    1 vote

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  10. It would be great to have an option to export my content library

    4 votes

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  11. Ability to turn templates into content library items.

    1 vote

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  12. Bulk Export and Bulk delete documents of a particular template that have been completed

    2 votes

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  13. To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    1 vote

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  14. Option to use pandadoc variables as a placeholder

    1 vote

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  15. exclude unselected or not applicable fields from template upon creating a document

    1 vote

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  16. Option to disable Roles from template and documents.

    1 vote

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  17. portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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    • there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
    2 votes

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  18. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    7 votes

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  19. 143 votes

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