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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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215 results found

  1. Template for downloading CSV of form responses

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

    1 vote

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  2. Ability to merge document in bundles.

    Ability to merge document in bundles.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Ability to remove / customize quick access templates preview

    Ability to remove / customize quick access templates preview

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  4. Suggest edits on the Template level

    Suggest edits on the Template level

    4 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Content Library syncing to multiple workspaces

    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.

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Add Image Library to banner side/enable full access to edit Image Library

    Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    17 votes

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    5 comments  ·  Templates & Libraries  ·  Admin →
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  7. History view for content library items

    History viewer for content library items on which templates/documents they were used.

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. Have the conditional fields logic stay with a shared template from another workspace.

    When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    11 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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  9. Bulk upload of documents automatically converting to templates

    • Will allow user to mass upload of document to template
    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. Remove a template role at the step of assigning recipients by clicking the bin icon

    4 votes

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  11. Generate a template link

    An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

    6 votes

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  12. refresh the TOC automatically when headings are inserted, modified or deleted

    refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Option to change page properties if the page was uploaded

    Option to change page properties if the page was uploaded

    13 votes

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  14. Ability to manually rearrange the order of the content library items used in a specific template smart content block

    Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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  15. Ability to customize a link/URL to show the client's name and order number.

    Ability to customize a link/URL to show the client's name and order number.

    1 vote

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  16. option to have templates in A3

    option to have templates in A3

    2 votes

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  17. Ability to pull a list of merge fields.

    Ability to pull a list of merge fields.

    2 votes

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  18. Convert multiple documents to Template

    To be able to upload and convert multiple documents into a template instead of doing it one by one.

    2 votes

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  19. Preview for Smart content

    4 votes

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  20. recognize similar template/documents

    make PandaDoc automatically recognize similar templates/documents

    2 votes

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