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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. ability to save smart content/smart content rules

    1 vote

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

    1 vote

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  4. Adding a PhD propsal template on the Preloaded template

    2 votes

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

    1 vote

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  6. 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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  7. Auto Remove function

    1 vote

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  8. 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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  9. 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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  10. multi-year template should be added in template gallery

    2 votes

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  11. 1 vote

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  12. 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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  13. 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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  14. 1 vote

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  15. Possibility to edit Template background from Template gallery. The feature request could be that it's possible to change the background if it was created by an existing file (ppt/pdf/...).

    1 vote

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  16. Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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  17. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    1 vote

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  18. The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.

    1 vote

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

    2 votes

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  20. Ability to convert content library items to image library items or to move CLIs to the image library

    1 vote

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