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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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799 results found

  1. Have the ability to change the image in an image block without changing the previously set format or margin.

    2 votes

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  2. automatically calculate the quantity in the table not in the pricing table

    4 votes

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  3. Hotkeys for adding bullets and numbered lists (e.g.Command + Shift + 7 or 8)

    1 vote

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  4. Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.

    Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.

    6 votes

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  5. Right now, fillable fields anchor themselves to the dominant part of the table whenever you try to use enter or backspace to move the fields.

    Remove the anchoring or improve the field behavior in regards to when using enter or backspace to move them around within the table.

    2 votes

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  6. Have the option to lock the formatting options so other users won't be able to edit or change the format of a template or document.

    2 votes

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  7. Ability to layer elements on top of each other in terms of z-order.

    2 votes

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  8. When their are multiple highlights on the document, option to remove them in bulk is appreciated so we don't need to remove them 1 by 1

    2 votes

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  9. To be allowed to set the zoom level for the preview view. Currently, the preview of the offer stretches across the entire width of large screens, which doesn't look good. Some customers won't know how to scale it down themselves.

    2 votes

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  10. The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.

    2 votes

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  11. I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.

    1 vote

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  12. Have the option to use conditional fields to make the signature required or optional

    2 votes

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  13. Currently uploaded Google Slides are static and not editable. Please enable editing of uploaded Google Slides

    4 votes

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  14. If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted

    2 votes

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  15. 4 votes

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  16. The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.

    5 votes

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  17. 2 votes

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  18. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  19. Ability to copy and paste table to a different document

    3 votes

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  20. It would be great if we could have a variable that links to the Auto-numbering in templates and automatically adjusts with the numbering system.

    For example. If I write a paragraph that references Section 1 Article 3. But then a heading is placed before this article in order of the document, ultimately pushing the Article down to Section 1 Article 4. However, I have a manually written paragraph later on in the document which references Section 1 Article 3. I now would have a variance as the manually written paragraph is referencing the incorrect article.

    1 vote

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