Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Content Library search inside a folder

    4 votes

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  2. 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?

    4 votes

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  3. 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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  4. it would be good to have a way to add more than one template to a envelope I am sending

    3 votes

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  5. I'd like to have a Variable appear multiple times throughout a template, but I want a dropdown option for the Variable.

    For example, let's say I need to specify one of 3 locations: US, AUS or EU. Let's say that choice is repeated in various locations throughout my template. Right now, PandaDoc offers no way to choose that option from a dropdown AND have it repeat throughout the document.

    I can either:
    a) make a Variable with no dropdown option, or
    b) create a Field with dropdown option, but I can't duplicate that field, so I'd have to manually re-enter…

    3 votes

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  6. Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    3 votes

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

    3 votes

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  8. 3 votes

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

    3 votes

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  10. Be able to use content library items created in Classic Editor in a document, which was created in Editor 2.0

    3 votes

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  11. 3 votes

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  12. Instead of boxes triggering auto fill can we do it for other variations as well

    3 votes

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  13. 3 votes

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  14. John would prefer to have the option of dragging and dropping the content library from the side bar- like ow the blocks and fields are- can drag and drop from side OR from the click dropdown menu on the page.

    3 votes

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

    3 votes

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    • there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
    2 votes

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  16. Be able to create a template based on a created form, the same thing the documents, have an option the option to create a template from a custom created form

    2 votes

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

    2 votes

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  18. We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!

    2 votes

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  19. 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!

    2 votes

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