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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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142 results found

  1. Have all the documents templates also in spanish, specially the contracts template

    1 vote

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  2. smart content block option unavailability for content library.

    1 vote

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  3. Bulk Export and Bulk delete documents of a particular template that have been completed

    2 votes

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    • there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
    3 votes

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  4. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    8 votes

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  5. Content Library search inside a folder

    9 votes

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  6. exclude unselected or not applicable fields from template upon creating a document

    1 vote

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  7. Mass download templates

    23 votes

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  8. Option to disable Roles from template and documents.

    1 vote

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  9. portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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  10. Ability to select multiple pages at once and add them straight away to the CL

    10 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    143 votes

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  11. Add password protection to specific folders inside PandaDoc

    17 votes

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  12. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    1 vote

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  13. Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    7 votes

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  14. 17 votes

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  15. Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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  16. Auto-update templates/CLIs if the item is updated in Catalog

    100 votes

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  17. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    29 votes

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  18. 1 vote

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