Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    1 vote

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  2. Would like the ability to remove the default "Client" role from new templates.

    1 vote

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

    1 vote

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  4. Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. pre assign person in roles in library item

    1 vote

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  9. 1 vote

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  10. 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...)

    1 vote

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  11. 1 vote

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    Dear Tammy,


    This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!


    Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.


    I appreciate your time and looking forward to hearing back from you!

  12. 1 vote

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  13. Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    1 vote

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  14. 1 vote

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  15. Have all the documents templates also in spanish, specially the contracts template

    1 vote

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  16. smart content block option unavailability for content library.

    1 vote

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  17. Ability to turn templates into content library items.

    1 vote

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  18. 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

    1 vote

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  19. 1 vote

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  20. Option to use pandadoc variables as a placeholder

    1 vote

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