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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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216 results found

  1. make PandaDoc automatically recognize similar templates/documents

    2 votes

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  2. 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.

    5 votes

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  3. 1 vote

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  4. 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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  5. 2 votes

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  6. 1 vote

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  7. Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be

    1 vote

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  8. 1 vote

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  9. 14 votes

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  10. 2 votes

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  11. Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.

    1 vote

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  12. Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.

    1 vote

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  13. Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)

    Similar to how Templates has a View option (List/Grid)

    4 votes

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  14. All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.

    1 vote

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  15. 2 votes

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  16. ability to add multiple photos to the document using image block at the same time

    6 votes

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  17. Adding a PhD propsal template on the Preloaded template

    2 votes

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  18. Can you create a template for the manufacturing agreement?

    1 vote

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  19. Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.

    2 votes

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  20. Remove access to the 'renewal' functionality on a template for certain users.

    Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.

    1 vote

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