Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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

    1 vote

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  2. 2 votes

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  3. Option to use pandadoc variables as a placeholder

    1 vote

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  4. exclude unselected or not applicable fields from template upon creating a document

    1 vote

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  5. Auto-update table of content before the document gets sent out

    4 votes

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  6. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    2 votes

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  7. Option to disable Roles from template and documents.

    1 vote

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  8. It would be nice to bulk update templates so that if, for example, we get a new procurement officer - we can have all current templates updated so that individual is notified when deals go through and product needs to be procured.

    3 votes

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  9. portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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  10. Bulk Export and Bulk delete documents of a particular template that have been completed

    2 votes

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  11. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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  12. Master template settings (to control template details)

    1 vote

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  13. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    2 votes

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  14. 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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  15. 3 votes

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  16. 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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  17. 1 vote

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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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  18. 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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  19. It would be great to have an option to export my content library

    4 votes

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