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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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207 results found

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

    17 votes

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  2. The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.

    2 votes

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

    11 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.

    2 votes

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  5. Option to edit shared temlate

    2 votes

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  6. 4 votes

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  7. The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.

    2 votes

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  8. 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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  9. Access to the Template Gallery in the EU domain/server

    6 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.

    5 votes

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  11. 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.

    7 votes

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  12. The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.

    2 votes

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  13. Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.

    At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
    Additional layer, it's unknown where else that template needs updating.

    2 votes

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  14. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    9 votes

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

    2 votes

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  16. 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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  17. When creating a startup it is necessary to make a founders agreement and an equity agreement. The equity agreement is much more formal in terms of ownership and is something I think will be used a lot.

    1 vote

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

    4 votes

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  20. separate icon for templates

    2 votes

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