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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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153 results found

  1. Import Folder to Content Library: upload multiple files to content library

    Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    18 votes

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    5 comments  ·  Templates & Libraries  ·  Admin →
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  2. Ability to manually rearrange the order of the content library items used in a specific template smart content block

    Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Pull items from content library as an attachment/hyperlink

    Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  4. refresh the TOC automatically when headings are inserted, modified or deleted

    refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Ability to Reorder Templates by Drag and Drop

    I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    3 votes

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  6. option to access the page properties even if it's an uploaded page

    option to access page properties even if it's an uploaded page

    2 votes

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  7. option to have templates in A3

    option to have templates in A3

    2 votes

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  8. Ability to pull a list of merge fields.

    Ability to pull a list of merge fields.

    2 votes

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  9. recognize similar template/documents

    make PandaDoc automatically recognize similar templates/documents

    2 votes

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  10. Sort Template folders when creating a document from a template view.

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

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

    1 vote

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  12. A pop up to place form fields when uploading pdfs to the Content Library

    2 votes

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  13. Allow Hubspot to set the document value currency

    Allow Hubspot to set the document value currency for a document.

    1 vote

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  14. save template on specific folder

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Ability to edit footer color to be edited per page

    Ability to edit footer color to be edited per page

    1 vote

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  16. Possibility to edit Template background from Template gallery.

    Possibility to edit Template background from Template gallery. The feature request could be that it's possible to change the background if it was created by an existing file (ppt/pdf/...).

    5 votes

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  17. Convert multiple documents to Template

    To be able to upload and convert multiple documents into a template instead of doing it one by one.

    1 vote

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  18. Preview for Smart content

    1 vote

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  19. bundling more than 10 documents

    ability to bundle more than ten documents together

    22 votes

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  20. [Templates] Converting document to template with the comments that were made on document.

    1 vote

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