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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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210 results found

  1. bulk move content library items to the templates tab

    3 votes

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  2. Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    3 votes

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  3. 3 votes

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  4. Option to use pandadoc variables as a placeholder

    3 votes

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  5. Bulk Export and Bulk delete documents of a particular template that have been completed

    3 votes

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  6. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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  7. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    3 votes

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    • there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
    3 votes

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  8. notify when a change to the document is made

    3 votes

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  9. 3 votes

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  10. 3 votes

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  11. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    2 votes

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  12. Is there a way that we can get a video to automatically pop up when a client opens our agreement? We signed an agreement with another provider and saw that they had a video pop up when we clicked to sign, and we would love to use that feature if possible

    2 votes

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

    2 votes

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  14. image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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  15. 2 votes

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  16. Ability to restore deleted images from the image library

    2 votes

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  17. Add tags to multiple content library items at once

    2 votes

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  18. I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.

    2 votes

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  19. 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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