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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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212 results found

  1. Ability to pull a list of merge fields.

    Ability to pull a list of merge fields.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Convert multiple documents to Template

    To be able to upload and convert multiple documents into a template instead of doing it one by one.

    2 votes

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  3. recognize similar template/documents

    make PandaDoc automatically recognize similar templates/documents

    2 votes

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  4. Bulk upload of documents automatically converting to templates

    • Will allow user to mass upload of document to template
    1 vote

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  5. The Signing order should be set on Bundling feature.

    Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    8 votes

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  6. Option to migrate templates from Proposify to PandaDoc

    A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.

    2 votes

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  7. Auto-update documents in a bundle when one of the original document gets updated

    2 votes

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  8. The ability to archive templates in the workspace

    9 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  9. A button to convert content library item to template

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. Ability to customize a link/URL to show the client's name and order number.

    Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  11. A pop up to place form fields when uploading pdfs to the Content Library

    2 votes

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  12. save template on specific folder

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  13. Ability to restrict access to certain templates with password.

    Ability to restrict access to certain templates with password.

    14 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Transfer the ownership of the template

    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

    27 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  15. Recover deleted Templates & Content Library items

    14 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  16. bulk download templates/documents as a Docx

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  17. Option (button) to delete a role when assigning recipients to roles and creating a document

    delete role during the add recipients stage in creating a document

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  18. Ability to download content library items as Word docs

    "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  19. [Templates] Converting document to template with the comments that were made on document.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Public templates: Adding a PhD proposal template

    Adding a PhD propsal template on the Preloaded template

    2 votes

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