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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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764 results found

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

    8 votes

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

    7 votes

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  3. 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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  4. Update image inside document based on user sending the document

    2 votes

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  5. 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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  6. 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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  7. 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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  8. The ability to switch pages within PandaDoc.

    2 votes

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  9. 2 votes

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  10. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    3 votes

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  11. right now you can only merge rows but not columns

    3 votes

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  12. Have the ability to resize the Header and Footer

    3 votes

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  13. Option to embed Google Sheets to PandaDoc

    2 votes

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

    1 vote

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  15. 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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  16. 2 votes

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  17. Option to delete pages for conditional (smart) content on a document level

    4 votes

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

    1 vote

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  19. Option to add crop marks

    3 votes

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  20. 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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