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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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127 results found

  1. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    28 votes

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  2. Add password protection to specific folders inside PandaDoc

    27 votes

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  3. 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.

    25 votes

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  4. 25 votes

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  5. 17 votes

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  6. To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    15 votes

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  7. 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.

    15 votes

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

    14 votes

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  9. It would be great to have an option to export my content library

    12 votes

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  10. 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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  11. The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    11 votes

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  12. Auto-update table of content before the document gets sent out

    11 votes

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  13. Content Library search inside a folder

    11 votes

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  14. When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    10 votes

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  15. 10 votes

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  16. Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    10 votes

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  17. Ability to save and retrieve attachments from Content Library.

    9 votes

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  18. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    8 votes

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  19. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    8 votes

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  20. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    7 votes

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