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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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755 results found

  1. Publishing / editing / hold mode for a master template - ability to pull a template out of production to make edits, restrict users from using the template while editing the template, notify the users that the template is being edited, and a notification that the template has gone live when published again

    1 vote

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  2. Make a link required

    1 vote

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  3. Option to remove PDF page break to download the page as a whole

    12 votes

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  4. add .webm file as a background

    1 vote

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  5. Add feature to create templates of fillable fields layout that can be applied to templates or documents

    1 vote

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  6. Ability to save whole document/contracts instead of per page only.

    2 votes

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  7. Ability to add content library items on top of uploaded pages

    2 votes

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  8. use math functions within the contract, for example, based on the date that the contract is created, the client's first payment will be due in 30 days

    2 votes

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  9. Ability to edit the formatting of text pulled in from HubSpot

    1 vote

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  10. Ability to simultaneously sign Document with several others at least 25 like Docusign has

    1 vote

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  11. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    27 votes

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  12. 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…

    37 votes

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  13. Option to have a button navigation in middle of page

    1 vote

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  14. To be able to use Smart Content with bulk send.

    6 votes

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  15. MS word feature [excess text will go on next page]

    4 votes

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  16. Document addendum

    1 vote

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  17. Ability to calculate the total weight of products within the quote.

    1 vote

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  18. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    10 votes

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  19. Have the option to fill in variables as all capitalized letters

    1 vote

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  20. Option to make a text block expandable if the content is too large.

    3 votes

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