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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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122 results found

  1. 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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  2. 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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  3. "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"

    8 votes

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  4. 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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  5. Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.

    8 votes

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  6. 7 votes

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  7. 7 votes

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  8. 7 votes

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  9. 7 votes

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  10. Option to automatically add roles when you add smart content with the content library items.

    6 votes

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  11. Include document content in reporting (products, tokens, etc).

    6 votes

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  12. Headings auto-numbering doesn't work on cover page

    6 votes

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  13. Ability to upload audio files like mp4 to PandaDoc documents

    6 votes

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  14. 6 votes

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  15. I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    6 votes

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  16. 6 votes

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  17. Ability to remove / customize quick access templates preview

    5 votes

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  18. An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

    5 votes

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  19. refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

    5 votes

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  20. 5 votes

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