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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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771 results found

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

    1 vote

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  2. 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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  3. 2 votes

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

    4 votes

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

    1 vote

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  6. Option to add crop marks

    3 votes

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  7. 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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  8. 2 votes

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  9. Get the list of templates and content library items a Theme is used in and mass update them

    2 votes

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  10. Make a footer (text block) a page wide

    2 votes

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  11. Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.

    2 votes

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  15. Add additional signers to a document after it has been sent

    4 votes

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  16. 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…

    91 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!

  17. Add a header background image

    2 votes

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  18. Ability to set default initials.

    3 votes

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  19. create a link for collecting files from clients

    2 votes

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  20. Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.

    2 votes

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