Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. please make pandadoc 2.0 title of the document editable and to be able to change signers without having to edit the whole document. we request our clients upload multiple documents into our packets and it makes it difficult that we have to edit the entire thing if we need to make any changes. if they've already starting uploading their documents and i have to edit, they lose all their previous uploads.

    1 vote

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  2. Lock users from being able to change the default expiration date on documents

    1 vote

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  3. Currently, when you resize an image, you end up with excess spacing on the sides of the image. The content block is not resizing with the image resize. Also the ability to use spacers to help resize images would be nice.

    2 votes

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  4. Allow for multiple images to be added to an image gallery like Squarespace where you can format select multiple formatting types. This will keep images spaced equally.

    1 vote

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  5. Have a content block for dropping a line in between other blocks

    2 votes

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  6. support of customized wistia links that do not include wistia.com in the end

    2 votes

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  7. 2 votes

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  8. Be able to add a field on each page of a document. More specifically, Initials/Signature fiield for HR documents. At the moment it is possible to achieve this goal via header or footer, but uploaded documents do not have header/footer. Also, a client may wish to do it not exactly in the header/footer area

    1 vote

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  9. mention the attachment name in the body of my PandaDoc document

    2 votes

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  10. While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.

    3 votes

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  11. Put variables in a template name that automatically populate based on conditions like name of assigned role or document created date.

    3 votes

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  12. Add the ability to make a field read only

    1 vote

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  13. New wizard: the full list of the contact parameters when creating a document.

    1 vote

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  14. When collaborating on a template when a comment is made and clicking on the email to go to the document, for it to go directly to the item that requires to be resolved.

    1 vote

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  15. If i have a simple formula such as x+30= fieldB and I have FieldA (or X in this case) as 10, Field B should fill with the answer 40

    1 vote

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  16. 1 vote

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  17. For example, the assigned person manually enters information into one field but it replicates into others on the same document and even multiple pages.

    1 vote

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  18. 1 vote

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  19. Would like to have ability to force documents to be renamed in a specific format.
    This would streamline document tracking for them.

    ex. Global Guardian- x proposal - date
    - Company - document title - date

    1 vote

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  20. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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