Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Would like the ability to move image library from one workspace to another easily.
    They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.

    1 vote

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  2. It would be a tremendous value add for us if collaborators could be added across all are templates. We have the same legal and finance team who needs to edit documents each time they're created. Automating them being added to every document at the template level would ensure they're always added to the document before its sent for approval.

    1 vote

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  3. portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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  4. Ability to create multiple heading styles in a template

    1 vote

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  5. 1 vote

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

    1 vote

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

    1 vote

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  8. Master template settings (to control template details)

    1 vote

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  9. As a document sender, I often send content that requires the same exact message. A feature for "Template Emails" would save me time and provide my customers and new hirees a consistent experience.

    1 vote

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  10. place page break inside a text block

    1 vote

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  11. It would be great if you could select all the products under one section when sending out a quote. So you don't have to create multiple opportunities or quotes. Currently you can only select all the products under a section you cannot just select a section.

    1 vote

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  12. Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header & footer. Allow for images and bars to frame the page.

    1 vote

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  13. Use either the branding section, or another easy way to specify a font family for all templates and docs.

    1 vote

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  14. Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    1 vote

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  15. It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:

    Favorite Color
    - blue
    - green
    - yellow
    - red
    - ENTER-YOUR-OWN-VALUE -

    ... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.

    1 vote

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  16. Allow us to rename a variable!

    Right now if I want to change a variable name I have to

    1) delete all instances of that variable throughout the template (sidebar doesn't let you delete a variable if it appears in template)

    2) remove the variable from the list of variables in the sidebar (it still appears there, showing 0 instances in template)

    3) create a new variable

    4) manually insert the new variable throughout the entire template

    Whaaaaaaaat? 🤯

    This seems very basic. I'm surprised this basic editing ability hasn't existed since Day 1 of PandaDoc! 😢 Seriously??? Seriously.

    1 vote

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  17. Please include Templates in Free Version

    1 vote

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  18. The ability to identify how many times the team is using templates.

    1 vote

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  19. When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.

    1 vote

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  20. 1 vote

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