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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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120 results found

  1. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Add merge fields to content library

    Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    5 votes

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  3. Master template settings (to control template details like option to bulk update currency)

    Master template settings (to control template details)

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  4. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    5 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  5. Access content library from Cover Page

    5 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  6. Suggest edits on the Template level

    Suggest edits on the Template level

    4 votes

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  7. Remove a template role at the step of assigning recipients by clicking the bin icon

    4 votes

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  8. Sort templates when creating new document

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

    4 votes

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  9. pre assign person email in roles in content library items

    pre assign person in roles in library item

    4 votes

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  10. [Bulk Action] Export and bulk delete documents from a particular template

    Bulk Export and Bulk delete documents of a particular template that have been completed

    4 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  11. Ability to include who downloads document in audit trail

    4 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  12. Keep Content Library item settings the same when inserting into Document

    When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    4 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Sort contant library items alphabetically (when editing a doc)

    4 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  14. Content Library syncing to multiple workspaces

    It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.

    3 votes

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  15. History view for content library items

    History viewer for content library items on which templates/documents they were used.

    3 votes

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  16. Ability to manually rearrange the order of the content library items used in a specific template smart content block

    Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.

    3 votes

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  17. Ability to Reorder Templates by Drag and Drop

    I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    3 votes

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  18. authorization (access code) to be added on a template level

    authorization (access code) to be added on a template level

    3 votes

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  19. Allow pre assigned roles to be populated when pressing skip when creating a document

    3 votes

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  20. bulk move content library items to the templates tab

    bulk move content library items to the templates tab

    3 votes

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