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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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212 results found

  1. Have the ability to share the templates with other PandaDoc users who are not part of your Workspace.

    2 votes

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  2. Customer would like the option to be able to copy templates to another workspace.

    19 votes

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  3. Need the ability to duplicate a set of radio elsewhere in the same document/template. There are state and federal forms that this functionality is needed (for example, State of Florida Do-Not-Resuscitate Form). Competitors already have this functionality.

    1 vote

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  4. The Drop Down items should have facility to change font and be turned Bold so that when option selected should come in Bold on the document.

    1 vote

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  5. We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.

    1 vote

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  6. When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
    Example Below:
    Template Name: Recurring Subscriptions Full Quote
    Document Name: {Company Name] [Create Date]

    2 votes

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  7. The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.

    2 votes

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  8. Being able to share more than one content library item across workspaces

    11 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.

    2 votes

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  10. Option to edit shared temlate

    2 votes

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  11. 4 votes

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  12. The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.

    2 votes

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  13. 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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  14. Access to the Template Gallery in the EU domain/server

    6 votes

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  15. 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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  16. Approval workflow for templates (send template for approval)

    3 votes

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  17. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    11 votes

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  18. My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    7 votes

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  19. The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.

    2 votes

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  20. Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.

    At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
    Additional layer, it's unknown where else that template needs updating.

    2 votes

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