Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 3 votes

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  2. 2 votes

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  3. authorization (access code) to be added on a template level

    2 votes

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  4. bulk move content library items to the templates tab

    2 votes

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  5. 2 votes

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  6. Customer suggested that on the presentation part, an option to show one slide at a time should be added.

    2 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.

    2 votes

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    • there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
    2 votes

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  8. 2 votes

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  9. 2 votes

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  10. Include document content in reporting (products, tokens, etc).

    2 votes

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  11. notify when a change to the document is made

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. Removal of content locking option if it is not available on the current plan.

    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. Add tags to many templates in one click

    2 votes

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  17. I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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  18. 2 votes

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

    1 vote

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