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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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215 results found

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

    5 votes

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  2. I-9 employment eligibility template

    3 votes

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  3. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    1 vote

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  4. 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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  5. 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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  6. 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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  7. 14 votes

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

    7 votes

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  9. Ability to remove / customize quick access templates preview

    4 votes

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  10. We would like to be able to mass update Content library items in tables

    2 votes

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  11. export the template details into a spreadsheet

    3 votes

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  12. An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

    5 votes

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  13. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    28 votes

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  14. 1 vote

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  15. Page breaks: PDF page breaks, where content library items are not brought in properly and the page break is in a different place than it initially shows.

    1 vote

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  16. 4 votes

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  17. Suggest edits on the Template level

    3 votes

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  18. 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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  19. 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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  20. 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.

    11 votes

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