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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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  1. 2 votes

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  2. Get the list of templates and content library items a Theme is used in and mass update them

    2 votes

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

    2 votes

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  4. I want to be able to group check box fields to require one checkbox to be selected in the group.

    Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

    You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

    We would like to make sure that the recipient does select at least one check box in the group before moving on.

    A…

    99 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!

  5. 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.

    2 votes

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  6. Keep the formatting when importing Google Doc

    5 votes

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  7. 2 votes

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  8. I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.

    2 votes

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  9. Add additional signers to a document after it has been sent

    4 votes

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  10. Add a header background image

    2 votes

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  11. Ability to set default initials.

    3 votes

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  12. create a link for collecting files from clients

    2 votes

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  13. 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.

    2 votes

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  14. We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary

    2 votes

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  15. Customer would like to be able to assign one recipient in two different roles with signing order

    5 votes

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  16. Ability to merge text blocks.

    1 vote

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  17. Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.

    2 votes

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  18. 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

    2 votes

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  19. In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her

    2 votes

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  20. An option to import and select any font, and then alter which weight of that font you want.

    For example, I have imported a font called ‘Archivo’ from Google fonts, but I can only use and see a single weight. Whereas the font is available with the following weights;
    - light
    - Regular
    - italic
    - semi bold
    - semi bold italic
    - bold
    - bold italic
    - black
    - black italic

    As of now, PandaDoc only allows the use of one for every imported font.

    3 votes

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