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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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132 results found

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

    1 vote

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  3. 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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  4. 1 vote

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  5. 1 vote

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  6. pre assign person in roles in library item

    1 vote

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  7. 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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  8. 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!

  9. 1 vote

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  10. 1 vote

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

    1 vote

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  12. smart content block option unavailability for content library.

    1 vote

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

    1 vote

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  14. Option to disable Roles from template and documents.

    1 vote

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  15. 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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  16. 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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  17. 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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  18. 1 vote

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

    1 vote

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