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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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133 results found

  1. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    3 votes

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  2. Ability to restrict access to certain templates with password.

    3 votes

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  3. bulk move content library items to the templates tab

    3 votes

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  4. 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.

    3 votes

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  5. 3 votes

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  6. Option to use pandadoc variables as a placeholder

    3 votes

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  7. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    3 votes

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  8. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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  9. 3 votes

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  10. 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.

    3 votes

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  11. 3 votes

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  12. 2 votes

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  13. Adding a PhD propsal template on the Preloaded template

    2 votes

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  14. Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.

    2 votes

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  15. multi-year template should be added in template gallery

    2 votes

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  16. 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.

    2 votes

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  17. end of contract template to be added in the template gallery and dashboard tile for status

    2 votes

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  18. delete role during the add recipients stage in creating a document

    2 votes

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  19. 2 votes

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  20. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    2 votes

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