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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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208 results found

  1. bulk download templates/documents as a Docx

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  2. The ability to archive templates in the workspace

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  3. Ability to download content library items as Word docs

    "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  4. Master template settings (to control template details like option to bulk update currency)

    Master template settings (to control template details)

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  5. Remove a template role at the step of assigning recipients by clicking the bin icon

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. A button to convert content library item to template

    4 votes

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  7. The Signing order should be set on Bundling feature.

    Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    4 votes

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  8. Items preview in the Content library (change content library item list view)

    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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    1 comment  ·  Templates & Libraries  ·  Admin →
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  9. Ability to remove "Client" as a default addition to new templates

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

    4 votes

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  10. Sort templates when creating new document

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

    4 votes

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  11. pre assign person email in roles in content library items

    pre assign person in roles in library item

    4 votes

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  12. Add merge fields to content library

    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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  13. Ability to include who downloads document in audit trail

    4 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  14. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    4 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Keep Content Library item settings the same when inserting into Document

    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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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  16. Smart content: leave visible (on-page) notes for the internal users as to what content should be added to a smart content block

    3 votes

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  17. Comments on templates

    I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

    3 votes

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  18. Add W-8BEN-E template to the template gallery

    3 votes

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  19. Unbundle bundled templates

    to un-bundle a Template Bundle back into individual Templates

    3 votes

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  20. Google documents <> PandaDoc sync

    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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