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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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212 results found

  1. Need the ability to duplicate a set of radio elsewhere in the same document/template. There are state and federal forms that this functionality is needed (for example, State of Florida Do-Not-Resuscitate Form). Competitors already have this functionality.

    1 vote

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  2. The Drop Down items should have facility to change font and be turned Bold so that when option selected should come in Bold on the document.

    1 vote

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  3. Have the ability to share the templates with other PandaDoc users who are not part of your Workspace.

    2 votes

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  4. We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.

    1 vote

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  5. When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
    Example Below:
    Template Name: Recurring Subscriptions Full Quote
    Document Name: {Company Name] [Create Date]

    2 votes

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  6. The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.

    2 votes

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  7. Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.

    2 votes

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  8. Option to edit shared temlate

    2 votes

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  9. The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.

    2 votes

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  10. When creating a startup it is necessary to make a founders agreement and an equity agreement. The equity agreement is much more formal in terms of ownership and is something I think will be used a lot.

    1 vote

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  11. 4 votes

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  12. The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.

    2 votes

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  13. Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.

    At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
    Additional layer, it's unknown where else that template needs updating.

    2 votes

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  14. Approval workflow for templates (send template for approval)

    3 votes

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  15. A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).

    2 votes

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  16. There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.

    5 votes

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  17. separate icon for templates

    2 votes

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  18. 1 vote

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  19. Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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  20. I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

    5 votes

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