Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    6 votes

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  3. authorization (access code) to be added on a template level

    2 votes

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  4. 1 vote

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  5. bulk move content library items to the templates tab

    2 votes

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  6. pre assign person in roles in library item

    1 vote

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  7. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    8 votes

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  8. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    3 votes

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  9. Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    1 vote

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  10. 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!

  11. 1 vote

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  12. 2 votes

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  13. Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    2 votes

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  14. ability to bundle more than ten documents together

    10 votes

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  15. 1 vote

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

    1 vote

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  17. smart content block option unavailability for content library.

    1 vote

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  18. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    5 votes

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  19. Ability to turn templates into content library items.

    1 vote

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  20. Customer suggested that on the presentation part, an option to show one slide at a time should be added.

    2 votes

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