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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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743 results found

  1. Have the ability to lock Template Roles. Users can edit template but not edit the roles

    1 vote

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  2. When the document creators select "use this template", and then select Skip instead of Continue on the Adding Recipient screen, it doesn't apply the preassigned recipients. We would like to have a way to force the document creators to select Continue, so that the preassigned recipients are always applied to the document.

    2 votes

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  3. 2 votes

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  4. Ability to drag and drop a Content Item into a text block.

    1 vote

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  5. Option to add crop marks

    3 votes

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  6. Conditional auto-fill for fields:
    1) Add a checkbox in the billing section for "Billing address same as shipping address." If checked, auto-fill billing fields with the shipping address or hide/make them optional.
    2) If the box is unchecked, make the billing address fields mandatory.

    2 votes

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

    5 votes

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  8. 2 votes

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  9. Get the list of templates and content library items a Theme is used in and mass update them

    2 votes

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  10. Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    2 votes

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  11. 2 votes

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  12. 2 votes

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  13. I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.

    2 votes

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  14. Add additional signers to a document after it has been sent

    4 votes

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  15. create a link for collecting files from clients

    2 votes

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  16. We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary

    2 votes

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  17. I want to be able to group check box fields to require one checkbox to be selected in the group.

    Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

    You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

    We would like to make sure that the recipient does select at least one check box in the group before moving on.

    A…

    82 votes

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  18. Ability to merge text blocks.

    1 vote

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  19. What happens a lot of times with our team is they do not double click into the actual text, they single click and hit backspace/delete thinking they are doing to edit text and end up deleting the block itself.

    2 votes

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  20. Customer would like to have a blue grid line on an uploaded page that will make the text block align in all pages.

    2 votes

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