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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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.

    6 votes

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  2. 2 votes

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  3. Adding a PhD propsal template on the Preloaded template

    2 votes

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  4. Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.

    2 votes

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  5. multi-year template should be added in template gallery

    2 votes

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  6. Option to automatically add roles when you add smart content with the content library items.

    6 votes

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  7. ability to bundle more than ten documents together

    13 votes

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  8. ability to save smart content/smart content rules

    1 vote

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  9. ability to add multiple photos to the document using image block at the same time

    1 vote

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  10. 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.

    2 votes

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  11. Can you create a template for the manufacturing agreement?

    1 vote

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  12. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    7 votes

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  13. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    9 votes

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  14. Auto Remove function

    1 vote

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  15. Remove access to the 'renewal' functionality on a template for certain users.

    Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.

    1 vote

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

    3 votes

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  17. end of contract template to be added in the template gallery and dashboard tile for status

    2 votes

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  18. 5 votes

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  19. 1 vote

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  20. They want the ability to disable the PDF download option on a template. Reason being, is that some of their users are downloading the doc as a PDF and then sending it outside of PD so they cant track it. Managers want to remove that option so they have to send via PD.

    1 vote

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