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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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735 results found

  1. right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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  2. Ability to rename the document sequence.

    4 votes

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  3. Ability to organize the Smart content into folders.

    1 vote

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  4. After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed

    7 votes

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  5. Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    16 votes

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  6. Would love a gridline or ruler option to overlay on page to help with lining up text & images

    21 votes

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  7. Ability to make the video thumbnails smaller

    1 vote

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  8. 2 votes

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  9. When duplicating a document, to preserve the information (payment data).
    It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
    example: A completed agreement for an event with the number of guests, deposit, and date.
    Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.

    4 votes

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  10. It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    9 votes

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  11. 25 votes

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  12. Time Block

    1 vote

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

    3 votes

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  14. option a delete recent templates from document wizard

    1 vote

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  15. 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.

    4 votes

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  16. 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…

    5 votes

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

    62 votes

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    Hi there! 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!

  18. add multiple background images on a page

    2 votes

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  19. 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

    4 votes

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  20. A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.

    8 votes

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