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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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207 results found

  1. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    7 votes

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  2. 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

    13 votes

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  3. Remove access to the 'renewal' functionality on a template for certain users.

    Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.

    1 vote

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  4. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    4 votes

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  5. end of contract template to be added in the template gallery and dashboard tile for status

    2 votes

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  6. Ability to convert content library items to image library items or to move CLIs to the image library

    2 votes

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

    5 votes

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  8. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    6 votes

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  9. 3 votes

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  10. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    7 votes

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  11. Auto-update table of content before the document gets sent out

    11 votes

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  12. 1 vote

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  13. Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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  14. Would like the ability to remove the default "Client" role from new templates.

    4 votes

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  15. The functionality to sort templates in alphabetic order when creating a new document

    4 votes

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  16. The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.

    1 vote

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  17. 1 vote

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  18. There is a template from the template library: https://www.pandadoc.com/freelance-video-editing-contract-template/

    The client wants to have all the content that have the example of their template when they use it

    https://pandadoc.zendesk.com/agent/tickets/401662

    1 vote

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  19. Ability to set roles later on when setting reciepients..

    1 vote

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  20. pre assign person in roles in library item

    4 votes

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