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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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180 results found

  1. 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...)

    3 votes

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  2. authorization (access code) to be added on a template level

    2 votes

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  3. 7 votes

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  4. pre assign person in roles in library item

    2 votes

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  5. 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).

    178 votes

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    Hi there!

    We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! Thank you!

  6. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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  7. 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.

    21 votes

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

    4 votes

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  9. 3 votes

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

    1 vote

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  11. 2 votes

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  12. 4 votes

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  13. 1 vote

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

    3 votes

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  16. 1 vote

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  17. smart content block option unavailability for content library.

    2 votes

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  18. Ability to turn templates into content library items.

    2 votes

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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.

    3 votes

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  20. 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!

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