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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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185 results found

  1. Suggest edits on the Template level

    3 votes

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  2. 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.

    10 votes

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  3. export the template details into a spreadsheet

    2 votes

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  4. 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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  5. 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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  6. 2 votes

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  7. upload signature to content library so they won't have to upload form local files

    2 votes

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

    4 votes

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

    1 vote

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  10. 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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  11. It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.

    2 votes

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  12. 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.

    2 votes

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  13. 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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  14. History viewer for content library items on which templates/documents they were used.

    2 votes

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

    1 vote

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  16. ability to save smart content/smart content rules

    7 votes

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  17. The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    8 votes

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  18. 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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  19. Make it easier to find any fields, especially errant fields.

    1 vote

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  20. Ability to merge document in bundles.

    1 vote

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