Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. It would be helpful on templates and documents if you could visually tell which fields are required and which are optional. As an end-user it would be helpful to know which fields are optional and which were required. As an admin who works with applications that have 20-60 fields it would be very helpful if I could tell at a glance which fields are required and which where optional. This could be accomplished by a darker shading, a thicker outline or some type of symbol next to the field.

    1 vote

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  2. Content Library search inside a folder

    2 votes

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  3. Customers want to be able to search by content, not only by title on choosing the CLI items.

    It will help them to choose the needed one before they post it into the document or template.

    by cbayles@es2.com

    1 vote

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  4. Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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  5. I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    1 vote

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  6. Ability to select multiple pages at once and add them straight away to the CL

    3 votes

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  7. 1 vote

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  8. The ability to add attachments to forms

    2 votes

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  9. 2 votes

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  10. When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.

    1 vote

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  11. Adding the content library feature EV2 to the right menu

    1 vote

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  12. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    2 votes

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  13. 1 vote

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  14. embed function toggle within the app in the classic editor

    1 vote

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  15. 1 vote

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  16. Include document content in reporting (products, tokens, etc).

    1 vote

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  17. Add password protection to specific folders inside PandaDoc

    7 votes

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  18. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    2 votes

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  19. Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    19 votes

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  20. Headings auto-numbering doesn't work on cover page

    2 votes

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