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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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127 results found

    • 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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  1. Add password protection to specific folders inside PandaDoc

    27 votes

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

    14 votes

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

    1 vote

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  4. 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).

    2 votes

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  5. 27 votes

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  6. 21 votes

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

    10 votes

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  8. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    15 votes

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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. 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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  11. 1 vote

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  12. Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    1 vote

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  13. would need to have a specific messages attached to every templates i have

    1 vote

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  14. Please include Templates in Free Version

    1 vote

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  15. When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.

    1 vote

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  16. 2 votes

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  17. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    1 vote

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  18. Ability to save and retrieve attachments from Content Library.

    10 votes

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  19. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    8 votes

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