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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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126 results found

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

    30 votes

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  2. Add password protection to specific folders inside PandaDoc

    30 votes

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  3. 29 votes

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  4. 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.

    28 votes

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  5. To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    23 votes

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  6. 22 votes

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  7. 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.

    15 votes

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

    14 votes

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

    13 votes

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  10. Content Library search inside a folder

    12 votes

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  11. 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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  12. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    11 votes

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  13. 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.

    11 votes

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  14. Auto-update table of content before the document gets sent out

    11 votes

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  15. 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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  16. Ability to restrict access to certain templates with password.

    10 votes

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  17. 10 votes

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

    10 votes

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

    10 votes

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  20. option to access page properties even if it's an uploaded page

    9 votes

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