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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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206 results found

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

    1 vote

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

    1 vote

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  3. 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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  4. Option to save variable value to CLI

    1 vote

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

    3 votes

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

    1 vote

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  7. 1 vote

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  8. We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!

    1 vote

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  9. 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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  10. Increase the number of characters for template title

    1 vote

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

    2 votes

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  12. 1 vote

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  13. One extra click might seem insignificant, but when you're doing this all day long, it becomes extremely inconvenient. It seems like a simple fix to just give us the option to turn this default off. I didn't notice it in the trial, or maybe I thought it would eventually stop asking.

    1 vote

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  14. 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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  15. Option to import JSON to create a template

    1 vote

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  16. Automatically pre-assign a template role with the contact owner email from HubSpot

    1 vote

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  17. 1 vote

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  18. Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.

    1 vote

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  19. 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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  20. 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.

    1 vote

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