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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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216 results found

  1. 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)

    4 votes

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

    6 votes

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  3. Ability to merge document in bundles.

    1 vote

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  4. option to have templates in A3

    2 votes

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  5. Ability to pull a list of merge fields.

    2 votes

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  6. 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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  7. 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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  8. 6 votes

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  9. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    8 votes

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  10. A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.

    2 votes

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  11. 2 votes

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  12. 9 votes

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

    1 vote

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  14. 2 votes

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  15. 2 votes

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  16. 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

    29 votes

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

    14 votes

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  18. 14 votes

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  19. 7 votes

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