Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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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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  1. 149 votes

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  2. 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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  3. Master template settings (to control template details)

    1 vote

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  4. Mass download templates

    19 votes

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  5. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    1 vote

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  6. Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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  7. Ability to select multiple pages at once and add them straight away to the CL

    8 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    127 votes

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  8. Add password protection to specific folders inside PandaDoc

    15 votes

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  9. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    27 votes

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  10. 1 vote

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  11. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    9 votes

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  12. Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    1 vote

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  13. Auto-update templates/CLIs if the item is updated in Catalog

    89 votes

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  14. would need to have a specific messages attached to every templates i have

    1 vote

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  15. Please include Templates in Free Version

    1 vote

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  16. Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    5 votes

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  17. When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.

    1 vote

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  18. 2 votes

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