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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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738 results found

  1. Ability to delete a chat message on the template level.

    2 votes

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  2. For now there are no possibility to add responsive divider (just line - continuous, intermittent or dotted) that will visually divide different content blocks from each other horizontally or vertically. For now it possible to add horizontal divider with hack - create text field and put as much underscores (or dashes) as you need/want. But potentially such solution could brake alignment and position of other content block in document on exporting to Word (or any other external format) or rendering PDF.

    2 votes

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  3. 2 votes

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  4. Set image box constraints so that any image autofills the box rather than the box increases in size to accommodate image.

    We would like to create templates where there are two, three or more boxes on a page and when images are dropped in the box stays that size.

    1 vote

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  5. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    9 votes

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  6. To have the possibility to select two or more columns in a table and distribute to make them the same size.

    1 vote

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  7. Ability to filter documents per signer company name

    2 votes

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  8. Should easily display the signers name in the My Documents section
    I have to hover over the initials to see who the document is for

    2 votes

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  9. The ability to receive a prompt message first before it deletes the entire content or table.

    1 vote

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  10. The ability to splice existing paragraphs in a document, similar to video or music editing software. This would allow users to easily add line breaks or page breaks within a paragraph.

    1 vote

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  11. 1 vote

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  12. At this time, if text is manually set in a text block and a theme is applied --> the text associated with the theme will not override the text that was manually set in a text block. This can be a pain for users that have hundreds of templates and CLIs.

    1 vote

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  13. MS word feature [excess text will go on next page]

    3 votes

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  14. align the title in the center on the cover page automatically

    1 vote

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  15. Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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  16. I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.

    1 vote

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  17. As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    1 vote

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  18. 1 vote

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  19. Ability to choose on the template level which pricing table defaults as the document value

    2 votes

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  20. A document inherits a theme of the template it was made of

    1 vote

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