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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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211 results found

  1. It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.

    2 votes

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  2. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    16 votes

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  3. History viewer for content library items on which templates/documents they were used.

    2 votes

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  4. When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    10 votes

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    • Will allow user to mass upload of document to template
    1 vote

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  5. 4 votes

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  6. An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

    5 votes

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  7. refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

    5 votes

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  8. Option to change page properties if the page was uploaded

    13 votes

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  9. Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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  10. Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  11. option to have templates in A3

    2 votes

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  12. Ability to pull a list of merge fields.

    2 votes

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  13. To be able to upload and convert multiple documents into a template instead of doing it one by one.

    2 votes

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  14. 3 votes

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  15. make PandaDoc automatically recognize similar templates/documents

    2 votes

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  16. I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    3 votes

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  17. 1 vote

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  18. A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.

    2 votes

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  19. 2 votes

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