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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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210 results found

  1. 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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  2. 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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  3. Auto-update table of content before the document gets sent out

    11 votes

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  4. Content Library search inside a folder

    11 votes

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  5. 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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  6. 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.

    10 votes

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  7. 10 votes

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

    9 votes

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  10. The ability to utilize the link field feature i.e when templates/documents are bundled together.

    8 votes

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  11. 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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  12. 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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  13. 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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  14. option to access page properties even if it's an uploaded page

    7 votes

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  15. 7 votes

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  16. 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.

    7 votes

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  17. 7 votes

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

    6 votes

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  19. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    6 votes

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

    6 votes

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