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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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132 results found

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

    2 votes

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

    2 votes

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  3. 2 votes

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

    2 votes

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  5. Ability to turn templates into content library items.

    2 votes

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

    2 votes

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  7. 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.

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

    2 votes

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  14. "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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  15. 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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  16. 2 votes

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  17. ability to save smart content/smart content rules

    1 vote

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  18. ability to add multiple photos to the document using image block at the same time

    1 vote

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  19. Can you create a template for the manufacturing agreement?

    1 vote

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