Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Content Library search inside a folder

    2 votes

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  2. The ability to add attachments to forms

    2 votes

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  3. 2 votes

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  4. 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.

    2 votes

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  5. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    2 votes

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  6. Headings auto-numbering doesn't work on cover page

    2 votes

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

    2 votes

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  8. arrange the variables in Editor 2 alphabetically when used in documents like in ev1- arrange the variables in Editor 2 alphabetically when used in documents like in ev1

    2 votes

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

    2 votes

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  10. 2 votes

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  11. Be able to use content library items created in Classic Editor in a document, which was created in Editor 2.0

    2 votes

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  12. Ability to upload audio files like mp4 to PandaDoc documents

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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  16. 2 votes

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  17. When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    2 votes

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  18. 2 votes

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  19. It would be helpful on templates and documents if you could visually tell which fields are required and which are optional. As an end-user it would be helpful to know which fields are optional and which were required. As an admin who works with applications that have 20-60 fields it would be very helpful if I could tell at a glance which fields are required and which where optional. This could be accomplished by a darker shading, a thicker outline or some type of symbol next to the field.

    1 vote

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  20. 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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