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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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185 results found

  1. I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    3 votes

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  2. The ability to add recipients on the template level so they are automatically applied to the document.

    1 vote

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  3. option to have templates in A3

    2 votes

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  4. Ability to pull a list of merge fields.

    2 votes

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  5. To be able to upload and convert multiple documents into a template instead of doing it one by one.

    2 votes

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  6. make PandaDoc automatically recognize similar templates/documents

    2 votes

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    • Will allow user to mass upload of document to template
    1 vote

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  7. Create a document level or system level custom field/variable so users can store their own internal ID or information.

    1 vote

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  8. ability to bundle more than ten documents together

    32 votes

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  9. We are currently using PandaDoc and HubSpot and we generate documents using their integration.

    We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.

    For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.

    1 vote

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  10. 2 votes

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  11. Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)

    Similar to how Templates has a View option (List/Grid)

    3 votes

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  12. Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  13. 2 votes

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  14. 2 votes

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  15. Possibility to edit Template background from Template gallery. The feature request could be that it's possible to change the background if it was created by an existing file (ppt/pdf/...).

    5 votes

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  16. 1 vote

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  17. 4 votes

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  18. 1 vote

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

    2 votes

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