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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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212 results found

  1. Public templates: manufacturing agreement

    Can you create a template for the manufacturing agreement?

    1 vote

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

    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. Ability to save content rows to the Content library

    1 vote

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  4. Add 'Generated by user' section in the content library tab on a document

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

    1 vote

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  5. Fix content library text field alignments when used in documents.

    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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  6. Allow of use the Smart Content functionality inside Content Library Items.

    1 vote

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  7. Ability to set roles later on when setting recipients.

    Ability to set roles later on when setting reciepients..

    1 vote

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  8. The ability to add pages from completed documents to the content library.

    1 vote

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  9. Auto numbering for content library items

    1 vote

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  10. Custom fonts to be uploaded and applied once for use on the application within all the Content Library Items

    1 vote

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  11. The ability to remove a template from the quick access menu.

    1 vote

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  12. Control the features section of content library so it's favorited items vs PD examples

    1 vote

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  13. Ability to setup up a workflow without a template

    1 vote

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  14. alphabetize list of content items when inserting / adding

    1 vote

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  15. Ability to add content library item into a new bundle document skipping the step of adding a blank page

    1 vote

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  16. Contracts templates in spanish

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

    1 vote

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

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

    1 vote

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  18. Portfolio template

    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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  19. About Send Document

    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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  20. Have 2 emails sent if the same email address is assigned to two roles on e-form

    1 vote

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