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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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216 results found

  1. There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.

    5 votes

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  2. separate icon for templates

    2 votes

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  3. 1 vote

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  4. Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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  5. I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

    5 votes

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  6. Being able to share more than one content library item across workspaces

    11 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!

  7. Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.

    2 votes

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  8. Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.

    1 vote

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  9. Customer would like the option to be able to copy templates to another workspace.

    19 votes

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  10. Option to save variable value to CLI

    1 vote

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  11. Access to the Template Gallery in the EU domain/server

    6 votes

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  12. 1 vote

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  13. We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!

    1 vote

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  14. The ability to add in templates that were created but not used/converted into documents into the reporting feature.

    5 votes

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  15. Increase the number of characters for template title

    3 votes

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  16. Once the CLI is updated, update it automatically on a template too

    5 votes

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  17. 3 votes

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  18. My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    7 votes

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  19. Option to import JSON to create a template:
    I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.

    1 vote

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  20. Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024

    1 vote

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