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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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216 results found

  1. 6 votes

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  2. Add tags to many templates in one click

    6 votes

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  3. I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    6 votes

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

    5 votes

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  8. Ability to remove / customize quick access templates preview

    5 votes

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  9. 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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  10. I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    5 votes

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  11. Would like the ability to remove the default "Client" role from new templates.

    5 votes

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  12. 5 votes

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  13. 5 votes

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  14. 4 votes

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  15. export the template details into a spreadsheet

    4 votes

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  16. Suggest edits on the Template level

    4 votes

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  17. 4 votes

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  18. 4 votes

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  19. Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)

    Similar to how Templates has a View option (List/Grid)

    4 votes

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  20. The functionality to sort templates in alphabetic order when creating a new document

    4 votes

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