Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    39 votes

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  2. 61 votes

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  3. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    5 votes

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  4. 2 votes

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  5. 75 votes

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  6. Add password protection to specific folders inside PandaDoc

    10 votes

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  7. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    1 vote

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  8. a variable that autopopulates when the document was paid

    1 vote

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  9. Ability to change and edit the expiration date/validity of a form template.

    1 vote

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  10. 1 vote

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  11. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    5 votes

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  12. I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    2 votes

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  13. 9 votes

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  14. Ability to select multiple pages at once and add them straight away to the CL

    3 votes

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  15. Ability to continue numbering list started from the previous page in the latter one's

    8 votes

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  16. Content Library search inside a folder

    2 votes

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  17. Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.

    1 vote

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  18. Would like to be able to have an option in the Dashboard to see further than 1 year.

    7 votes

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  19. 1 vote

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  20. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    12 votes

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