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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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810 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Have the option to use conditional fields to make the signature required or optional

    2 votes

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

    4 votes

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  7. 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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  8. 4 votes

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  9. 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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  10. 2 votes

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  11. 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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  12. Ability to copy and paste table to a different document

    3 votes

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  13. 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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  14. Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.

    2 votes

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  15. Freely define the spacing between elements, instead of having to adjust spacing in a cumbersome way.

    1 vote

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  16. Enable internal links – so that I can place a button which links to another page within the document.

    1 vote

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  17. Ability to create Custom Variables with drop-down listings

    2 votes

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  18. I would like there to be a red flag warning "Are you sure?" when making changes to a theme and publishing it to "all content that uses that theme". This additional step would make sure that the user knows this doesn't affect just this template, but would affect ALL templates and content library items that currently use this theme.

    Also, the word "Publish" for saving the change is counterintuitive. Many platforms use this same word to "save" changes or make changes take effect, even for an individual document or template.

    The prompt asking if we should apply it to other…

    1 vote

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  19. Combine image and text block / add image to a text block to connect them

    4 votes

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  20. The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.

    3 votes

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