Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    6 votes

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  2. Ability to save and retrieve attachments from Content Library.

    6 votes

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  3. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    5 votes

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  4. 5 votes

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  5. Headings auto-numbering doesn't work on cover page

    5 votes

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  6. I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    5 votes

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  7. Option to automatically add roles when you add smart content with the content library items.

    4 votes

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  8. 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…

    4 votes

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  9. It would be great to have an option to export my content library

    4 votes

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  10. When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    4 votes

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  11. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    3 votes

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  12. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    3 votes

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  13. Auto-update table of content before the document gets sent out

    3 votes

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  14. It would be nice to bulk update templates so that if, for example, we get a new procurement officer - we can have all current templates updated so that individual is notified when deals go through and product needs to be procured.

    3 votes

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  15. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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  16. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    3 votes

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  17. Ability to upload audio files like mp4 to PandaDoc documents

    3 votes

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  18. 3 votes

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  19. 3 votes

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  20. 3 votes

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