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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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211 results found

  1. Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)

    Similar to how Templates has a View option (List/Grid)

    3 votes

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  2. ability to add multiple photos to the document using image block at the same time

    3 votes

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  3. bulk move content library items to the templates tab

    3 votes

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  4. Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    3 votes

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  5. 3 votes

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  6. Option to use pandadoc variables as a placeholder

    3 votes

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  7. Bulk Export and Bulk delete documents of a particular template that have been completed

    3 votes

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  8. 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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  9. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    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?
    3 votes

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  10. notify when a change to the document is made

    3 votes

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  11. 3 votes

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  12. 3 votes

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  13. Approval workflow for templates (send template for approval)

    2 votes

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  14. A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).

    2 votes

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  15. separate icon for templates

    2 votes

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  16. sync templates and content library items that were shared across workspaces

    2 votes

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  17. 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.

    2 votes

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  18. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    2 votes

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  19. Increase the number of characters for template title

    2 votes

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