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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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214 results found

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

    2 votes

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  2. "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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  3. I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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  4. 2 votes

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  5. 1 vote

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  6. Grouping templates where if the origin template is edited, all the others in their respective folders are also edited in real-time so that we don't have to go back and change all of them manually

    1 vote

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  7. 1 vote

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  8. Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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  9. Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.

    1 vote

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  10. Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.

    1 vote

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  11. Customer would like the option to be able to copy templates to another workspace.

    1 vote

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  12. Option to save variable value to CLI

    1 vote

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  13. use role variables to auto-populate information on the document but exclude them from the recipients list

    1 vote

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  14. 1 vote

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  15. We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!

    1 vote

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  16. One extra click might seem insignificant, but when you're doing this all day long, it becomes extremely inconvenient. It seems like a simple fix to just give us the option to turn this default off. I didn't notice it in the trial, or maybe I thought it would eventually stop asking.

    1 vote

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  17. Option to import JSON to create a template

    1 vote

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  18. 1 vote

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  19. I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)

    1 vote

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  20. 1 vote

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