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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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207 results found

  1. 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.

    4 votes

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  2. Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.

    4 votes

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  3. Right now, the Template Gallery is not available when logged in to pandadoc.eu

    3 votes

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  4. The ability to utilize the link field feature i.e when templates/documents are bundled together.

    8 votes

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  5. The ability to add in templates that were created but not used/converted into documents into the reporting feature.

    3 votes

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  6. 5 votes

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  7. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    2 votes

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  8. Is there a way that we can get a video to automatically pop up when a client opens our agreement? We signed an agreement with another provider and saw that they had a video pop up when we clicked to sign, and we would love to use that feature if possible

    2 votes

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  9. Once the CLI is updated, update it automatically on a template too

    2 votes

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  10. Ability to restore templates

    4 votes

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  11. Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.

    1 vote

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

    1 vote

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  13. Option to save variable value to CLI

    1 vote

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  14. image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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  15. When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    10 votes

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  16. 2 votes

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  17. use role variables to auto-populate information on the document but exclude them from the recipients list

    1 vote

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  18. to un-bundle a Template Bundle back into individual Templates

    3 votes

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  19. 1 vote

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  20. Ability to restore deleted images from the image library

    2 votes

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