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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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142 results found

  1. Ability to convert content library items to image library items or to move CLIs to the image library

    1 vote

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  2. 1 vote

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  3. Ability to restrict access to certain templates with password.

    3 votes

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  4. There is a template from the template library: https://www.pandadoc.com/freelance-video-editing-contract-template/

    The client wants to have all the content that have the example of their template when they use it

    https://pandadoc.zendesk.com/agent/tickets/401662

    1 vote

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  5. Ability to set roles later on when setting reciepients..

    1 vote

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  6. Auto-update table of content before the document gets sent out

    7 votes

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  7. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    2 votes

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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  13. bulk move content library items to the templates tab

    3 votes

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  14. To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    5 votes

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  15. Option to use pandadoc variables as a placeholder

    3 votes

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  16. Would like the ability to remove the default "Client" role from new templates.

    2 votes

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  17. 1 vote

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  18. authorization (access code) to be added on a template level

    2 votes

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  19. Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message

    13 votes

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  20. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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