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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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207 results found

  1. Headings auto-numbering doesn't work on cover page

    6 votes

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  2. Add a resume template to the Template Gallery

    1 vote

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  3. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  4. 1 vote

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  5. Include document content in reporting (products, tokens, etc).

    5 votes

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  6. Ability to upload audio files like mp4 to PandaDoc documents

    5 votes

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  7. Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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  8. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    12 votes

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  9. 4 votes

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  10. notify when a change to the document is made

    3 votes

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  11. 2 votes

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  12. I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    6 votes

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  13. 1 vote

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  14. Add tags to many templates in one click

    4 votes

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  15. 3 votes

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  16. When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.

    1 vote

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  17. 2 votes

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  18. 3 votes

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

    2 votes

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  20. "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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