Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. ability to bundle more than ten documents together

    8 votes

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  2. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    5 votes

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  3. 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…

    4 votes

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  4. 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!!

    3 votes

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  5. 2 votes

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  6. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    3 votes

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  7. authorization (access code) to be added on a template level

    2 votes

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  8. bulk move content library items to the templates tab

    2 votes

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  9. 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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  10. Hi there, when a form is completed I see two emails being sent. The first is titled:

    "[user] has just completed the document ["document name"]"

    When there is only an external user completing it with no internal user it says that the person completing the document sent themselves a document. This is redundant and I would like the ability to turn it off on a form by form basis, not a global setting.

    They will still receive the second email with the document attached.

    Thanks very much!

    10 votes

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  11. Ability to restrict access to certain templates with password.

    1 vote

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  12. metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    1 vote

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  13. Would like the ability to remove the default "Client" role from new templates.

    1 vote

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  14. 2 votes

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  15. The functionality to sort templates in alphabetic order when creating a new document

    1 vote

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  16. Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Auto-update table of content before the document gets sent out

    3 votes

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  20. 1 vote

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