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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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93 results found

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

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    Not Planned  ·  Molly Abrams responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  1. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    3 votes

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

    43 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. 85 votes

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  4. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    68 votes

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  5. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    94 votes

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  6. Ability to save and retrieve attachments from Content Library.

    13 votes

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  7. 67 votes

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  8. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    11 votes

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  9. 6 votes

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  10. Add tags to many templates in one click

    6 votes

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  11. 7 votes

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  12. 8 votes

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