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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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132 results found

  1. 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!!

    7 votes

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  2. 7 votes

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  3. Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    6 votes

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  4. Option to automatically add roles when you add smart content with the content library items.

    6 votes

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

    6 votes

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

    6 votes

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  7. 5 votes

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  8. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    5 votes

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  9. 5 votes

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

    5 votes

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

    5 votes

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

    5 votes

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  13. I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    5 votes

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  14. 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

    4 votes

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  15. 4 votes

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

    4 votes

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  17. 4 votes

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  18. Add tags to many templates in one click

    4 votes

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  19. 4 votes

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

    4 votes

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