Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. would need to have a specific messages attached to every templates i have

    1 vote

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  2. Please include Templates in Free Version

    1 vote

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  3. When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.

    1 vote

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  4. Hi there, when a form is completed I see two emails being sent. The first is titled:

    "[user] has just completed the document ["document name"]"

    When there is only an external user completing it with no internal user it says that the person completing the document sent themselves a document. This is redundant and I would like the ability to turn it off on a form by form basis, not a global setting.

    They will still receive the second email with the document attached.

    Thanks very much!

    11 votes

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  5. Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message

    7 votes

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  6. Allow the creation of a single footer that automatically gets applied to the bottom of each page in a PandaDoc template (similar to Word). This would allow for creation of single page template where the footers automatically get applied at the PDF Page Breaks when the document is sent for signature.

    1 vote

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  7. 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).

    1 vote

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  8. Add a resume template to the Template Gallery

    1 vote

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  9. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  10. 2 votes

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  11. 1 vote

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  12. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    7 votes

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  13. Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    5 votes

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  14. Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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  15. Ability to select multiple pages at once and add them straight away to the CL

    8 votes

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  16. 1 vote

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  17. When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.

    1 vote

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  18. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    8 votes

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  19. 2 votes

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  20. 5 votes

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