Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. the users should be redirected to relevant docs once they enter specific info in forms

    1 vote

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  2. 1 vote

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  3. For CSMs - using Cloudapp and/or Loom to record videos for clients on decks (QBR, Success Plans, ...) would like the ability to embed within a PandaDoc template

    1 vote

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  4. upload images to image library in bulk

    2 votes

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  5. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    2 votes

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  6. Content Library search inside a folder

    2 votes

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

    1 vote

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

    3 votes

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  11. 1 vote

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  12. The ability to add attachments to forms

    2 votes

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  13. 3 votes

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  14. 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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  15. Adding the content library feature EV2 to the right menu

    1 vote

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  16. 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.

    3 votes

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  17. 1 vote

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

    1 vote

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  19. 2 votes

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

    1 vote

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