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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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211 results found

  1. 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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  2. 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.

    6 votes

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  3. Approval workflow for templates (send template for approval)

    2 votes

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  4. A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).

    2 votes

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  5. Access to the Template Gallery in the EU domain/server

    4 votes

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

    5 votes

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  7. separate icon for templates

    2 votes

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

    3 votes

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  9. sync templates and content library items that were shared across workspaces

    2 votes

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  10. 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.

    2 votes

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  11. 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

    3 votes

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

    8 votes

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  13. Ability to restore templates

    6 votes

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  14. 3 votes

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  15. 5 votes

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

    2 votes

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  17. 1 vote

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  18. Increase the number of characters for template title

    2 votes

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

    2 votes

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  20. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    11 votes

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