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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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211 results found

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

    2 votes

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  2. 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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  3. 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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  4. separate icon for templates

    2 votes

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  5. 1 vote

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

    2 votes

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  7. 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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  8. Some application that we integrate template feedback with with require that we have no preliminary "+" symbol for telephone and fax fields. This would appear to be a simple and quick update.

    1 vote

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

    3 votes

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  10. Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.

    1 vote

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

    2 votes

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

    1 vote

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

    1 vote

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  14. 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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  15. Option to save variable value to CLI

    1 vote

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

    4 votes

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

    1 vote

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  18. 1 vote

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  19. 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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  20. 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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