Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. exclude unselected or not applicable fields from template upon creating a document

    1 vote

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  3. Option to disable Roles from template and documents.

    1 vote

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  4. portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models

    1 vote

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

    1 vote

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  6. Master template settings (to control template details)

    1 vote

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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.

    1 vote

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  8. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    1 vote

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  9. 1 vote

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  10. Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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  11. 1 vote

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  12. Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    1 vote

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  13. would need to have a specific messages attached to every templates i have

    1 vote

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  14. Please include Templates in Free Version

    1 vote

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  15. When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.

    1 vote

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  16. Allow the creation of a single footer that automatically gets applied to the bottom of each page in a PandaDoc template (similar to Word). This would allow for creation of single page template where the footers automatically get applied at the PDF Page Breaks when the document is sent for signature.

    1 vote

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  17. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    1 vote

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  18. Add a resume template to the Template Gallery

    1 vote

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  19. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  20. 1 vote

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