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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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210 results found

  1. 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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  2. 4 votes

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  3. 4 votes

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  4. Add tags to many templates in one click

    4 votes

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  5. 4 votes

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  6. 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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  7. being able to transfer more than one content library items across workspaces

    3 votes

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  8. Right now, the Template Gallery is not available when logged in to pandadoc.eu

    3 votes

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  9. The ability to add in templates that were created but not used/converted into documents into the reporting feature.

    3 votes

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  10. 3 votes

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  11. to un-bundle a Template Bundle back into individual Templates

    3 votes

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  12. To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.

    3 votes

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  13. I-9 employment eligibility template

    3 votes

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  14. export the template details into a spreadsheet

    3 votes

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  15. Suggest edits on the Template level

    3 votes

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  16. 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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  17. 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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  18. Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)

    Similar to how Templates has a View option (List/Grid)

    3 votes

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  19. 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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  20. 3 votes

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