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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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748 results found

  1. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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  2. Well, there are quite a few limitations on the pricing table formatting
    possible to format the footer so that it has that yellow background?

    2 votes

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  3. Option to hide token/items from the template/document from specific recipients

    • will allow the user to hide tokens
    5 votes

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  4. Have a content block for dropping a line in between other blocks

    18 votes

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  5. 1 vote

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  6. We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    7 votes

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  7. right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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  8. 2 votes

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  9. Sometimes I need numbers only response, and not a typed word.

    1 vote

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  10. 1 vote

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  11. Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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  12. Ability to add radio buttons to the starting log in form while accessing the PandaDoc form (in order to populate the info from the radio buttons chosen via logging in into corresponding variables.

    1 vote

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  13. For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    5 votes

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  14. Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document

    3 votes

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  15. Would like the ability to preview the PDF before sending the document

    12 votes

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  16. When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.

    2 votes

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  17. For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    3 votes

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  18. 3 votes

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  19. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    8 votes

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  20. 3 votes

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