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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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216 results found

  1. 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.

    8 votes

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

    5 votes

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  3. 1 vote

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

    1 vote

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

    4 votes

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  6. 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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  7. 1 vote

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

    3 votes

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

    1 vote

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  10. It would be great to have an option to export my content library

    14 votes

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  11. pre assign person in roles in library item

    4 votes

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  12. 1 vote

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  13. 1 vote

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  14. 3 votes

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  15. 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).

    265 votes

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  16. 1 vote

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  17. bulk move content library items to the templates tab

    3 votes

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  18. 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.

    30 votes

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    Hi. 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!

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

    2 votes

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  20. Option to use pandadoc variables as a placeholder

    3 votes

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