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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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213 results found

  1. Add password protection to specific folders inside PandaDoc

    27 votes

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  2. Ability to select multiple pages at once and add them straight away to the CL

    14 votes

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  3. exclude unselected or not applicable fields from template upon creating a document

    1 vote

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  4. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    2 votes

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  5. 27 votes

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  6. 21 votes

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  7. Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    10 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    184 votes

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    Not planned  ·  Molly Abrams 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!

  8. 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.

    15 votes

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  9. portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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  10. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    38 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!

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

    18 votes

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  12. Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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  13. 1 vote

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  14. 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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  15. 78 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!

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

    1 vote

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  17. Please include Templates in Free Version

    1 vote

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

    1 vote

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  19. 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

    79 votes

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    Not planned  ·  Molly Abrams 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!

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