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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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172 results found

  1. Add tags to multiple content library items at once

    2 votes

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  2. I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.

    2 votes

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  3. We would like to be able to mass update Content library items in tables

    2 votes

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  4. 2 votes

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  5. upload signature to content library so they won't have to upload form local files

    2 votes

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  6. option to have templates in A3

    2 votes

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  7. Ability to pull a list of merge fields.

    2 votes

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  8. 2 votes

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  9. 2 votes

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  10. Ability to convert content library items to image library items or to move CLIs to the image library

    2 votes

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  11. 2 votes

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  12. 2 votes

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  13. 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.

    2 votes

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  14. 2 votes

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  15. smart content block option unavailability for content library.

    2 votes

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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).

    2 votes

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  17. 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.

    2 votes

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  18. 2 votes

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  19. I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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  20. Currently, bundling documents can only be done for documents in Templates. However, the individual documents found in Templates can't be updated easily with "Replace Source File." This feature is only available in Content Library.

    Updating various documents to be bundled together in Templates requires that I have the documents as Content Library items to perform any updates. Using "Replace Source File" allows me to keep any fields that were created rather than having to create them all over again or copying and pasting. Once it's updated as a Content Library item, I have to create a new Template with the…

    1 vote

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