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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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138 results found

    • separate repository in side bar (like Content library)
    • folders within Image library
    153 votes

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  1. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    151 votes

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  2. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    72 votes

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  3. 67 votes

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  4. 51 votes

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  5. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    36 votes

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  6. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    33 votes

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  7. ability to bundle more than ten documents together

    29 votes

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  8. Mass download templates

    27 votes

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  9. Add password protection to specific folders inside PandaDoc

    22 votes

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  10. Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.

    19 votes

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  11. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    18 votes

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  12. 18 votes

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  13. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    14 votes

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  14. 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)

    12 votes

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

    11 votes

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  16. 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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  17. Content Library search inside a folder

    10 votes

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  18. 10 votes

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  19. 9 votes

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