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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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214 results found

  1. Mass update / Edit template Roles and emails assigned to roles in bulk

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  2. Heat Mapping

    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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    3 comments  ·  Templates & Libraries  ·  Admin →
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  3. Add merge fields to content library

    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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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Assign one email address to 2 different roles

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Chat feature in templates

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Master template settings (to control template details like option to bulk update currency)

    Master template settings (to control template details)

    4 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. Control the features section of content library so it's favorited items vs PD examples

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Create a Content Library Item from a Sent Document

    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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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. [Bulk Action] Export and bulk delete documents from a particular template

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

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  10. Allow pre assigned roles to be populated when pressing skip when creating a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  11. smart content lock

    smart content block option unavailability for content library.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  12. Ability to turn templates into content library items.

    Ability to turn templates into content library items.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Pin Frequently Used Templates

    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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    1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Ability to setup up a workflow without a template

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  15. alphabetize list of content items when inserting / adding

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  16. [Bulk Action] Mass download templates

    Mass download templates

    38 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  17. Ability to add content library item into a new bundle document skipping the step of adding a blank page

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Contracts templates in spanish

    Have all the documents templates also in spanish, specially the contracts template

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Option to disable Roles from template and documents

    Option to disable Roles from template and documents.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. Content Library search inside a folder

    Content Library search inside a folder

    11 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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