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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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304 results found

  1. Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

    7 votes

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  2. Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.

    6 votes

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  3. An option to remove or hide the content block section from the right side navigation under the plus sign.

    1 vote

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  4. A dropdown menu option inside a table cell.

    1 vote

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

    4 votes

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  6. Remove content library suggestion when adding a blank page to a template

    2 votes

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  7. 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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  8. 5 votes

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  9. insert pricing table on a table block

    2 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!

  10. Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.

    3 votes

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  11. To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.

    2 votes

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  12. The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.

    6 votes

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  13. When adding a presentation from Canva, there should be an option to adjust the image size to ensure it aligns uniformly with the rest of the pages in the document.

    4 votes

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

    4 votes

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  15. 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.

    4 votes

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  16. The ability to add Smart Content inside a table.

    5 votes

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  17. The ability to switch pages within PandaDoc.

    2 votes

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

    5 votes

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

    2 votes

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  20. 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.

    3 votes

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