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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Problem Statement: Many of our most important templates were built "natively" in PandaDoc using individual text boxes, not an uploaded file.

    Our legal and operations teams frequently send us revised versions of these documents as a new PDF or Word file. When this happens, our only option is to manually:

    Open the new PDF and the old PandaDoc template side-by-side.

    Read through both to find the differences.

    Manually copy the new, updated text from the PDF.

    Find the corresponding text box in the PandaDoc template.

    Delete the old text and paste in the new text.

    This is an extremely slow,…

    1 vote

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  2. Hotkeys for adding bullets and numbered lists (e.g.Command + Shift + 7 or 8)

    1 vote

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  3. To be able to insert PDFs at a specific location within a template.

    1 vote

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  4. I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.

    1 vote

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  5. It would be great if we could have a variable that links to the Auto-numbering in templates and automatically adjusts with the numbering system.

    For example. If I write a paragraph that references Section 1 Article 3. But then a heading is placed before this article in order of the document, ultimately pushing the Article down to Section 1 Article 4. However, I have a manually written paragraph later on in the document which references Section 1 Article 3. I now would have a variance as the manually written paragraph is referencing the incorrect article.

    1 vote

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  6. Support numbered lists in DocX export

    1 vote

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  7. Freely define the spacing between elements, instead of having to adjust spacing in a cumbersome way.

    1 vote

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  8. Enable internal links – so that I can place a button which links to another page within the document.

    1 vote

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  9. I would like there to be a red flag warning "Are you sure?" when making changes to a theme and publishing it to "all content that uses that theme". This additional step would make sure that the user knows this doesn't affect just this template, but would affect ALL templates and content library items that currently use this theme.

    Also, the word "Publish" for saving the change is counterintuitive. Many platforms use this same word to "save" changes or make changes take effect, even for an individual document or template.

    The prompt asking if we should apply it to other…

    1 vote

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  10. We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.

    1 vote

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  11. Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.

    1 vote

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  12. 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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  13. A dropdown menu option inside a table cell.

    1 vote

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  14. Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.

    1 vote

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  15. 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.

    1 vote

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  16. Can we please add page layout to the Saved Design Options?

    Currently I have to adjust margins on every template I create even though I have a standard design.

    1 vote

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

    1 vote

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

    1 vote

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  20. Ability to merge text blocks.

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