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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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127 results found

  1. The functionality to sort templates in alphabetic order when creating a new document

    4 votes

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  2. pre assign person in roles in library item

    4 votes

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

    4 votes

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  4. 4 votes

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  5. 4 votes

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  6. Add tags to many templates in one click

    4 votes

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  7. 4 votes

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  8. 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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  9. Suggest edits on the Template level

    3 votes

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  10. Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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  11. I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    3 votes

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  12. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    3 votes

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  13. 3 votes

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  14. bulk move content library items to the templates tab

    3 votes

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  15. Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
    HR (employee handbook, tax forms, training video, etc.)
    Marketing (one pager, services catalog, upcoming events...)

    3 votes

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  16. 3 votes

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  17. Option to use pandadoc variables as a placeholder

    3 votes

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  18. Bulk Export and Bulk delete documents of a particular template that have been completed

    3 votes

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  19. 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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  20. As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.

    3 votes

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