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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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757 results found

  1. Option to upload a custom font from Type Together

    2 votes

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  2. Be able to adjust any text's case, , including dynamic content, to either Uppercase, Lowercase, Title Case, Sentence Case.

    1 vote

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  3. Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.

    1 vote

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  4. Have the ability to to add a link or button, that if selected by the signer, they are directed to a different section on a different page

    3 votes

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  5. The ability to add Smart Content inside a table.

    2 votes

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  6. Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.

    1 vote

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  7. To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.

    1 vote

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  8. Ability to have a read-only field tag with pre-defined values when uploading the document with field tags

    https://support.pandadoc.com/hc/en-us/articles/360051490673-Field-tags-recognition

    2 votes

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  9. Can we please add page layout to the Saved Design Options?

    Currently I have to adjust margins on every template I create even though I have a standard design.

    1 vote

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  10. 2 votes

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  11. 2 votes

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  12. A text field would automatically be added based on/containing information that the recipients provided on the document in fields, as a way to group the field information and make the content easier to read.

    2 votes

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  13. Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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  14. Ability to add text blocks to any place on the "content" type page.

    8 votes

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  15. Ability to remove a signer after the document has been sent

    7 votes

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  16. If you add smart (conditional) content blocks to a one-page document, and the fields in the content library items are all positioned at the top of their respective page, those fields will be added in the same positions in the document. This could cause them to overlap with each other.

    1 vote

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  17. Update image inside document based on user sending the document

    2 votes

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  18. Option to create a custom variable field where the data will be pulled from the name of an image we upload? For example, whenever we add an image to our PandaDoc document, we also fill out a caption with the image name. If there is a way to automate this task, that would be wonderful

    2 votes

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  19. Disable editing characters on signature field for Signers. Signers should not be able to edit their name or characters under the Signature field.

    1 vote

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  20. Ability to embed a window within the sow where the client can see the first page or half page of the MSA and sign, they can scroll within the window to see the whole MSA.

    Example of this mock up attached

    2 votes

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