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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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211 results found

  1. 4 votes

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  2. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    4 votes

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  3. Would like the ability to remove the default "Client" role from new templates.

    4 votes

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  4. The functionality to sort templates in alphabetic order when creating a new document

    4 votes

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  5. pre assign person in roles in library item

    4 votes

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  6. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    4 votes

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  7. 4 votes

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  8. Add tags to many templates in one click

    4 votes

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  9. 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. Being able to share more than one content library item across workspaces

    3 votes

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  12. Is there a way that we can get a video to automatically pop up when a client opens our agreement? We signed an agreement with another provider and saw that they had a video pop up when we clicked to sign, and we would love to use that feature if possible

    3 votes

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  13. 3 votes

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  14. to un-bundle a Template Bundle back into individual Templates

    3 votes

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  15. To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.

    3 votes

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  16. I-9 employment eligibility template

    3 votes

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  17. export the template details into a spreadsheet

    3 votes

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  18. Suggest edits on the Template level

    3 votes

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  19. Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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  20. 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.

    3 votes

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