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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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213 results found

  1. 2 votes

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  2. 2 votes

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  3. Adding a PhD propsal template on the Preloaded template

    2 votes

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  4. Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.

    2 votes

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  5. multi-year template should be added in template gallery

    2 votes

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  6. end of contract template to be added in the template gallery and dashboard tile for status

    2 votes

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  7. Ability to convert content library items to image library items or to move CLIs to the image library

    2 votes

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  8. metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    2 votes

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  9. Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

    2 votes

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  10. authorization (access code) to be added on a template level

    2 votes

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  11. 2 votes

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  12. Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    2 votes

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  13. smart content block option unavailability for content library.

    2 votes

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  14. Ability to turn templates into content library items.

    2 votes

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  15. Option to disable Roles from template and documents.

    2 votes

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  16. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    2 votes

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  17. 2 votes

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  18. 2 votes

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  19. 2 votes

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  20. Removal of content locking option if it is not available on the current plan.

    2 votes

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