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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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755 results found

  1. Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

    2 votes

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  2. Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

    2 votes

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  3. Ability to merge text blocks.

    1 vote

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  4. 1 vote

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  5. Allow conditional logic of smart content to add attachments to documents.
    Alternative -Allow Attachments to be saved in the content library items.

    Example - If deal variable = x - then add attached x.pdf. This could be direct smart content/conditional logic - OR could use existing conditional items from library item IF YOU COULD SAVE ATTACHMENTS in the library items.

    1 vote

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  6. 1 vote

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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!

  7. 1 vote

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  8. I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.

    It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide…

    1 vote

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  9. 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.

    1 vote

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  10. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    1 vote

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  11. Redirect recipient to a custom URL upon completion based on certain conditions.

    1 vote

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  12. Ability to assign a whole content blocks (table) to document recipients for them to fill in

    1 vote

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  13. Table of Contents for all documents that are bundled as one document.

    1 vote

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  14. Ability to set default initials.

    1 vote

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  15. 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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  16. Make a link required

    1 vote

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  17. add .webm file as a background

    1 vote

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

    1 vote

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  19. Option to have a button navigation in a middle of the page

    1 vote

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

    1 vote

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