Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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    • separate repository in side bar (like Content library)

    • folders within Image library

    77 votes

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

    32 votes

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  2. limit which templates / template folders a user can access

    29 votes

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  3. 23 votes

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  4. Introduce more page sizes to the document editor:
    * American legal size paper - 8.5 x 14 inches
    * Tabloid size paper - 11 x 17 inches

    State your format in the comments!

    16 votes

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  5. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    15 votes

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  6. Strengthen the security of your PandaDoc account by enabling multi-factor authentication. This will force account users to verify their logins with an extra code from SMS message or Google/MS authenticator.

    15 votes

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  7. Copy Catalog Items and save as a new item

    11 votes

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    • set approvers for groups of users within PandaDoc

    • user-related not template related

    10 votes

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  8. Activity reporting per user as to when the user logged in/logged out of the system

    9 votes

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  9. Add space between numbered list

    4 votes

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  10. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document

    3 votes

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  11. 1 vote

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  12. Price locking in products in catalog

    1 vote

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