Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. It would be nice to bulk update templates so that if, for example, we get a new procurement officer - we can have all current templates updated so that individual is notified when deals go through and product needs to be procured.

    1 vote

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  2. should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    2 votes

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  3. It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
    It is quite difficult to use a template for a separate client if the custom variable value should be changed.

    1 vote

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  4. Able to use PDF format file as background image on page properties

    1 vote

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  5. The font does not scale according to the size of the date field

    1 vote

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  6. 1 vote

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  7. Ability to lock content blocks in place so they don't move

    1 vote

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  8. 1 vote

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  9. More numbering options

    3 votes

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  10. Ability to Customize Paper Layout. which include other paper sizes.

    1 vote

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  11. Would like the ability to preview the PDF before sending the document

    2 votes

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  12. Customize footer page numbers, font size, font color and margins and padding

    7 votes

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  13. There is no way to get the page numbers from falling off the bottom of the paper. Margin and padding and size adjustment for the footer do not help. There are no controls for the font face, font color, font size either so page numbers look bad.

    1 vote

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  14. Customize Footer font face, font size, font color and margins and padding

    1 vote

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  15. 1 vote

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  16. How to make suggest edits available for other blocks besides text blocks?

    3 votes

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  17. Possibility to insert attachments via the document chat in any doc status

    1 vote

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  18. Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    2 votes

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  19. To have suggested approved changes marked-up to double-check them later

    1 vote

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  20. Wants to redirect clients to another page within the same document if an image block is clicked to show them additional information regarding that image

    1 vote

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