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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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12 results found

  1. Templates are updated once the Content library item is updated as well

    Content Library Updates also Update Templates

    169 votes

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    27 comments  ·  Templates & Libraries  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

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

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

    103 votes

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    23 comments  ·  Templates & Libraries  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.

    Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.

  3. content library preview feature for ev2

    content library preview feature for ev2

    19 votes

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    Released  ·  2 comments  ·  Templates & Libraries  ·  Admin →

  4. saving documents in google drive from PandaDoc

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

    18 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →

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

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

    15 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    No need to manually refresh Table of Contents blocks - any change to headings or content ordering will be automatically reflected in the Table of Contents.

  6. Recipient Groups on the template level

    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.

    12 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →

  7. Being able to have a template in landscape mode instead of Portrait

    I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    HI! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO

  8. Move templates between workspaces

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →

  9. Attachment on forms

    The ability to add attachments to forms

    2 votes

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    Released  ·  1 comment  ·  Templates & Libraries  ·  Admin →

  10. Adding the content library feature EV2 to the right menu

    Adding the content library feature EV2 to the right menu

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  11. Remove the "Draft" status from templates

    1 vote

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    Released  ·  0 comments  ·  Templates & Libraries  ·  Admin →

  12. PDF Inserting into Proposal

    would like to able to insert PDF docs in all areas of the Pand Doc. AS option to PNG

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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