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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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214 results found

  1. Ability to restore templates

    6 votes

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  2. 3 votes

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  3. 1 vote

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  4. 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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  5. Increase the number of characters for template title

    2 votes

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  6. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    11 votes

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  7. 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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  8. A feature that provides statistics on usage and which templates/documents each content library item has been used in.

    7 votes

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

    1 vote

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  10. Option to save variable value to CLI

    1 vote

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  11. image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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  12. When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    10 votes

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  13. 2 votes

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

    1 vote

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  15. to un-bundle a Template Bundle back into individual Templates

    3 votes

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  16. 1 vote

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  17. Ability to restore deleted images from the image library

    2 votes

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  18. 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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  19. To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.

    3 votes

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  20. 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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