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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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214 results found

  1. 4 votes

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  2. 4 votes

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  3. 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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  4. 4 votes

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

    4 votes

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

    4 votes

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  8. pre assign person in roles in library item

    4 votes

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  9. 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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  10. 4 votes

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  11. Add tags to many templates in one click

    4 votes

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  12. 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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  13. 3 votes

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

    3 votes

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  16. 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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  17. 3 votes

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

    3 votes

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  19. 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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  20. I-9 employment eligibility template

    3 votes

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