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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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208 results found

  1. 14 votes

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  2. The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    14 votes

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  3. Ability to select multiple pages at once and add them straight away to the CL

    14 votes

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  4. 13 votes

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  5. It would be great to have an option to export my content library

    13 votes

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  6. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    13 votes

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  7. Content Library search inside a folder

    12 votes

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  8. Being able to share more than one content library item across workspaces

    11 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Ability to restrict access to certain templates with password.

    11 votes

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  10. Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    11 votes

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  11. Ability to save and retrieve attachments from Content Library.

    11 votes

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  12. The ability to utilize the link field feature i.e when templates/documents are bundled together.

    10 votes

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  13. When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    10 votes

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  14. Option to change page properties if the page was uploaded

    10 votes

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  15. Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.

    10 votes

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  16. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    9 votes

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  17. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    9 votes

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  18. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    9 votes

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  19. A feature that provides statistics on usage and which templates/documents each content library item has been used in.

    8 votes

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  20. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    8 votes

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