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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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132 results found

  1. Auto Remove function

    1 vote

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  2. Remove access to the 'renewal' functionality on a template for certain users.

    Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.

    1 vote

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  3. 1 vote

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  4. They want the ability to disable the PDF download option on a template. Reason being, is that some of their users are downloading the doc as a PDF and then sending it outside of PD so they cant track it. Managers want to remove that option so they have to send via PD.

    1 vote

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  5. 1 vote

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  6. Possibility to edit Template background from Template gallery. The feature request could be that it's possible to change the background if it was created by an existing file (ppt/pdf/...).

    1 vote

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  7. Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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  8. 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.

    1 vote

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  9. The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.

    1 vote

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  10. Ability to convert content library items to image library items or to move CLIs to the image library

    1 vote

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  11. 1 vote

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  12. There is a template from the template library: https://www.pandadoc.com/freelance-video-editing-contract-template/

    The client wants to have all the content that have the example of their template when they use it

    https://pandadoc.zendesk.com/agent/tickets/401662

    1 vote

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  13. Ability to set roles later on when setting reciepients..

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    1 vote

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