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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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151 results found

  1. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    18 votes

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  2. Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    7 votes

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  3. 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.

    3 votes

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  4. option to have templates in A3

    2 votes

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  5. Please include template name in the import email when catalog items are updated with a new csv import.

    2 votes

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  6. Ability to pull a list of merge fields.

    2 votes

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  7. make PandaDoc automatically recognize similar templates/documents

    2 votes

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  8. 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)

    3 votes

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

    1 vote

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  10. 2 votes

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  11. Allow Hubspot to set the document value currency for a document.

    1 vote

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  12. 2 votes

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  13. Ability to edit footer color to be edited per page

    1 vote

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  14. Possibility to edit Template background from Template gallery. The feature request could be that it's possible to change the background if it was created by an existing file (ppt/pdf/...).

    5 votes

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

    1 vote

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  16. 1 vote

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  17. ability to bundle more than ten documents together

    22 votes

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  18. 1 vote

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  19. The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    4 votes

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  20. 1 vote

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