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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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214 results found

  1. Page breaks: PDF page breaks, where content library items are not brought in properly and the page break is in a different place than it initially shows.

    1 vote

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  2. When I convert a document to a template, there are two things that "stick" and if I don't remember to change them it creates chaos.

    1. We use tags to note what has been invoiced or needs to be shared across departments. Those tags from the document seem to ride along with the template and when I then convert that Template to a new Document, it shows that tag still.

    2. When I use a template that was converted from a Document, the title at the top changes but the title space just above the workspace does not. Sucks sending to one…

    1 vote

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  3. Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    1 vote

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  4. template with table of contents sample only for template gallery

    1 vote

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  5. Traffic light report where the traffic light can be changed to red, amber or green. This would mean giving a status update for what is being reported on, i.e Header, status and smart content changing the colour when clicked on. This can be added as a table into a report or included as a page.

    1 vote

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  6. Ability to choose a template when downloading a CSV file of form responses

    1 vote

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  7. Make it easier to find any fields, especially errant fields.

    1 vote

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  8. Ability to merge document in bundles.

    1 vote

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    • Will allow user to mass upload of document to template
    1 vote

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  9. Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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  13. Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be

    1 vote

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  14. 1 vote

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  15. Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.

    1 vote

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  16. Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.

    1 vote

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  17. All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.

    1 vote

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  18. Can you create a template for the manufacturing agreement?

    1 vote

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  19. Remove access to the 'renewal' functionality on a template for certain users.

    Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.

    1 vote

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