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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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204 results found

  1. Custom fonts to be uploaded and applied once for use on the application within all the Content Library Items

    1 vote

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  2. The ability to remove a template from the quick access menu.

    1 vote

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  3. Control the features section of content library so it's favorited items vs PD examples

    1 vote

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  4. Allow pre assigned roles to be populated when pressing skip when creating a document

    1 vote

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  5. Ability to setup up a workflow without a template

    1 vote

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Dear Tammy,


    This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.


    I appreciate your time and looking forward to hearing back from you!

  6. alphabetize list of content items when inserting / adding

    1 vote

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  7. Ability to add content library item into a new bundle document skipping the step of adding a blank page

    1 vote

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  8. Contracts templates in spanish

    Have all the documents templates also in spanish, specially the contracts template

    1 vote

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

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

    1 vote

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  10. Portfolio template

    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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  11. About Send Document

    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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  12. Have 2 emails sent if the same email address is assigned to two roles on e-form

    1 vote

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  13. Templates in Free Version

    Please include Templates in Free Version

    1 vote

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  14. Reset workflow when duplicating a template

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

    1 vote

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  15. Allow 'page' titles to be edited

    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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  16. Template Gallery: Resume

    Add a resume template to the Template Gallery

    1 vote

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  17. Complete Upload File Field at Template Level

    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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  18. preassign a person to a role on a content library item

    1 vote

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  19. Allow Administrators to edit restricted sections in Templates

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

    1 vote

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  20. Create a link to a new draft of a form

    1 vote

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