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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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215 results found

  1. 1 vote

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  2. The ability to utilize the link field feature i.e when templates/documents are bundled together.

    8 votes

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  3. ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates

    2 votes

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  4. Page breaks: PDF page breaks, where content library items are not brought in properly and the page break is in a different place than it initially shows.

    1 vote

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  5. I-9 employment eligibility template

    3 votes

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  6. When I convert a document to a template, there are two things that "stick" and if I don't remember to change them it creates chaos.

    1. We use tags to note what has been invoiced or needs to be shared across departments. Those tags from the document seem to ride along with the template and when I then convert that Template to a new Document, it shows that tag still.

    2. When I use a template that was converted from a Document, the title at the top changes but the title space just above the workspace does not. Sucks sending to one…

    1 vote

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  7. We would like to be able to mass update Content library items in tables

    2 votes

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  8. Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

    1 vote

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  9. A feature that provides statistics on usage and which templates/documents each content library item has been used in.

    5 votes

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  10. template with table of contents sample only for template gallery

    1 vote

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  11. export the template details into a spreadsheet

    3 votes

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  12. Traffic light report where the traffic light can be changed to red, amber or green. This would mean giving a status update for what is being reported on, i.e Header, status and smart content changing the colour when clicked on. This can be added as a table into a report or included as a page.

    1 vote

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  13. 2 votes

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  14. upload signature to content library so they won't have to upload form local files

    2 votes

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  15. Ability to choose a template when downloading a CSV file of form responses

    1 vote

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  16. Make it easier to find any fields, especially errant fields.

    1 vote

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  17. Ability to merge document in bundles.

    1 vote

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  18. Ability to remove / customize quick access templates preview

    4 votes

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  19. Suggest edits on the Template level

    3 votes

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  20. It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.

    2 votes

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