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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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142 results found

  1. 3 votes

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  2. metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    1 vote

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  3. It would be great to have an option to export my content library

    8 votes

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  4. 5 votes

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  5. 2 votes

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  6. The functionality to sort templates in alphabetic order when creating a new document

    1 vote

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  7. Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

    1 vote

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  8. 4 votes

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  9. 1 vote

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  10. Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    2 votes

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  11. 1 vote

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  12. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    127 votes

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  13. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    3 votes

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  14. Ability to turn templates into content library items.

    2 votes

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  15. pre assign person in roles in library item

    1 vote

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  16. Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    1 vote

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  17. 1 vote

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    Dear Tammy,


    This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.


    I appreciate your time and looking forward to hearing back from you!

  18. 1 vote

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  19. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    2 votes

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  20. 1 vote

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