Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I need a method to transfer variable values between pre-existing documents

    1 vote

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  2. Time Block

    1 vote

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  3. Text in dropdown Fields can be aligned

    1 vote

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  4. uploading documents / convert to PD file to edit. It changes formatting, sometimes pictures are deleted. logo is deleted and then have to manually add. It's minor but with so many adjustments, it can become tedious.

    ​Sometimes for Maria, it's easier to add a pdf and upload. Would like conversion to be more streamlined and simple.

    1 vote

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  5. Ability to set the default font on the account level.

    1 vote

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  6. Option on the document, when it was sent, the chosen item will show up on a page.

    1 vote

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  7. Being able to set an image block as a background image

    2 votes

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  8. option a delete recent templates from document wizard

    1 vote

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  9. It would be great to be able to make changes to the page properties of the entire document rather than each individual page each time you add one.

    For example, we have landscape proposals in A4 and we have to set up each page to work which is quite time-consuming.

    1 vote

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  10. Optionn to store web base items like logo, images, reciept etc that has expiration.

    1 vote

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  11. Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.

    1 vote

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  12. Ability to add a Document and have its approval retian as part of the Main Document

    1 vote

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  13. We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet

    1 vote

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  14. most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…

    1 vote

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  15. Currently, dropdown, radio, and other types of specialty fields/variables sit outside and/or on top of text blocks. I would like to add these variables within the text so that they dynamically move with the text block and surrounding text.

    For example: This proposal [DROPDOWN] an offer of sale. The dropdown would have "is" and "is not" as options for the creator. Next sentence: We offer this scope of services as a [DROPDOWN]. Dropdown options would be: "firm price (+/-5%)," "budgetary estimate (+/-15%)," "rough order of magnitude (+/-25%)."

    The fields needs to expand/contract with the answer and stay aligned with the…

    1 vote

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  16. If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    1 vote

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  17. Option for deleting multiple pages in a document or template.

    1 vote

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  18. add multiple background images on a page

    1 vote

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  19. 1 vote

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  20. Be able to do the following: pass the selected items by the recipient in a Document A to the pricing table into the Document B

    2 votes

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