Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 144 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    126 votes

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  2. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    96 votes

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  3. Auto-update templates/CLIs if the item is updated in Catalog

    87 votes

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  4. 54 votes

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  5. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    53 votes

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  6. 39 votes

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  7. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    27 votes

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  8. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    22 votes

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  9. Mass download templates

    19 votes

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  10. Add password protection to specific folders inside PandaDoc

    15 votes

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  11. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    12 votes

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  12. 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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  13. ability to bundle more than ten documents together

    10 votes

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  14. 10 votes

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  15. To have the ability to save documents in google drive from PandaDoc

    9 votes

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

    8 votes

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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. Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    8 votes

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