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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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815 results found

  1. enable this option for existing templates and documents, not just new ones.

    1 vote

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  2. Request to add flexible image resizing functionality on standard content pages and cover pages

    1 vote

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  3. Can move text blocks using arrow keys

    1 vote

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  4. Option to keep the format when trying to copy a page from one document to another

    2 votes

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  5. When there are multiple smart content blocks on one page, and one of them has no conditions met, it leaves a blank space on the page. Would like to see a feature that automatically pushes the content from the pages below up into the empty space that was created by the empty, smart content block.

    2 votes

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  6. "No Payment Collection" button is showing in draft documents even when payment collection is disabled.
    There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected

    3 votes

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  7. Client: we want to have TOC to have numbers in front to be reused based on their numbering as paragraph, not pages on the right. We can’t use Auto numbering, because then we can’t have continuation with inner paragraphs like 2.1 2.2 2.3 etc.

    2 votes

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  8. Documents automatically inherit the theme colors from the content library items, so the headings and styles will match.

    1 vote

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  9. 6 votes

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  10. Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.

    5 votes

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  11. When on a Chrome mobile browser, page breaks do not show and there is no option to delete a specific page from a document.

    2 votes

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

    1 vote

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  13. Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.

    Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.

    8 votes

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  14. Ability to insert page breaks in between content blocks populated through a Smart Content Block.

    1 vote

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    1. The ability to easily push design elements full bleed. 2. Also have some sort of 'margins' set for consistent text blocks or other inset elements (like in Canva, i can easily push images to the edge, but I can still set a margin that is visible, and/or text blocks will snap to).
    2 votes

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  15. 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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  16. Support numbered lists in DocX export

    3 votes

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  17. Option to vertically align text

    2 votes

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  18. AI that helps suggest which Content from the CLI to use based on existing Templates/Documents

    3 votes

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  19. 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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