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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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142 results found

  1. 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.

    9 votes

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

    1 vote

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  4. Please include Templates in Free Version

    1 vote

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  5. To have the ability to save documents in google drive from PandaDoc

    11 votes

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

    1 vote

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  7. 62 votes

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  8. 2 votes

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  9. 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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  10. 7 votes

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  11. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    60 votes

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  12. 42 votes

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  13. Add a resume template to the Template Gallery

    1 vote

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  14. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  15. Headings auto-numbering doesn't work on cover page

    5 votes

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

    7 votes

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  17. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    30 votes

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  18. 1 vote

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  19. Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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  20. 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.

    4 votes

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