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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. characters that take up space or have a formatting function but do not appear on the printed page

    3 votes

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  2. 2 votes

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  3. Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    3 votes

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  4. We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.

    Basically, we want it to operate like an image on a Word document.

    3 votes

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  5. 3 votes

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  6. It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.

    4 votes

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  7. Ability to set default font for each heading

    8 votes

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  8. Ability to create multiple heading styles in a template

    9 votes

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  9. 18 votes

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  10. apply logo only on certain pages

    1 vote

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  11. Ability to reveal hidden columns such as SKU’s, COST, TAX, after document has been completed by recipient. Not looking to be able to edit the document but rather just to view the hidden column information.

    25 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!



  12. System will fill out automatic HEX code

    1 vote

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  13. ability to select signature type for specific templates/documents

    43 votes

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  14. most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…

    6 votes

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  15. 1 vote

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  16. The way we are set up, I have to change the source document for every document I send. When bundling came in, this added an extra click even though we don't bundle docs.

    With the most recent change, I now have to click on the "show documents" button EVERY SINGLE TIME I need to send a document for signing. They used to show by default. I contacted support and was told this was changed to "enhance the application". When I asked HOW it enhanced the application, I was told it was to "make it look more user-friendly". It might look…

    1 vote

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  17. It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.

    The attached image would demonstrate a method of doing this.

    4 votes

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  18. Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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  19. 6 votes

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  20. Hello,

    So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
    However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
    Can you please look into this, as this could be a deal breaker for many scenarios.

    1 vote

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