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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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216 results found

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

    1 vote

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  2. 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.

    11 votes

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  3. Option to save variable value to CLI

    1 vote

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

    2 votes

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  5. 2 votes

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

    3 votes

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  7. 1 vote

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  8. Ability to restore deleted images from the image library

    2 votes

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  9. 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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  10. Option to change page properties if the page was uploaded

    13 votes

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  11. 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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  12. Add tags to multiple content library items at once

    2 votes

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  13. Option to import JSON to create a template:
    I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.

    1 vote

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  14. Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024

    1 vote

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  15. I-9 employment eligibility template

    3 votes

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  16. Ability to remove / customize quick access templates preview

    5 votes

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  17. I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.

    2 votes

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  18. ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates

    2 votes

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  19. I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)

    1 vote

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  20. 14 votes

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