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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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133 results found

    • separate repository in side bar (like Content library)
    • folders within Image library
    136 votes

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  1. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    116 votes

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  2. Auto-update templates/CLIs if the item is updated in Catalog

    97 votes

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  3. 61 votes

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  4. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    57 votes

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  5. 41 votes

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  6. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    30 votes

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  7. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    29 votes

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  8. Mass download templates

    21 votes

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  9. Add password protection to specific folders inside PandaDoc

    17 votes

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  10. 17 votes

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  11. ability to bundle more than ten documents together

    13 votes

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  12. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    12 votes

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  13. Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message

    10 votes

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

    10 votes

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  15. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    9 votes

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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.

    9 votes

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  17. To have the ability to save documents in google drive from PandaDoc

    9 votes

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  18. 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.

    8 votes

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  19. Content Library search inside a folder

    8 votes

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