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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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214 results found

  1. 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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  2. When I convert a document to a template, there are two things that "stick" and if I don't remember to change them it creates chaos.

    1. We use tags to note what has been invoiced or needs to be shared across departments. Those tags from the document seem to ride along with the template and when I then convert that Template to a new Document, it shows that tag still.

    2. When I use a template that was converted from a Document, the title at the top changes but the title space just above the workspace does not. Sucks sending to one…

    1 vote

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  3. 2 votes

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  4. upload signature to content library so they won't have to upload form local files

    2 votes

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  5. Ability to choose a template when downloading a CSV file of form responses

    1 vote

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  6. Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    1 vote

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  7. It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.

    2 votes

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  8. Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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  9. History viewer for content library items on which templates/documents they were used.

    2 votes

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  10. template with table of contents sample only for template gallery

    1 vote

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

    2 votes

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  12. Ability to bundle more than 10 documents in a bundle

    44 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  13. Make it easier to find any fields, especially errant fields.

    1 vote

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  14. Ability to merge document in bundles.

    1 vote

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  15. 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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  16. option to have templates in A3

    2 votes

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  17. Ability to pull a list of merge fields.

    2 votes

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  18. 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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  19. 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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