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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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143 results found

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

    2 votes

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  2. 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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  3. Option to automatically add roles when you add smart content with the content library items.

    6 votes

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  4. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    10 votes

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  5. ability to save smart content/smart content rules

    1 vote

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  6. ability to add multiple photos to the document using image block at the same time

    1 vote

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

    1 vote

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  8. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    7 votes

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

    2 votes

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  11. 5 votes

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  12. 1 vote

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  13. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    6 votes

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  14. 1 vote

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  15. Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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  16. delete role during the add recipients stage in creating a document

    2 votes

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  17. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    1 vote

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  18. The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.

    1 vote

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  19. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    4 votes

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  20. 2 votes

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