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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

    5 votes

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  2. Currently the Table of Contents numbering does not recognize a PDF page break as a new page number. This should be changed so that tables of contents recognize page breaks in their numbering. If not, then page breaks should just move content onto a new blank page and eliminate the estimated PDF page break so that numbering is accurate. I currently am having to manually create page breaks in my 30 page document and cut/paste content so that my table of content is accurate.

    15 votes

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  3. Smart content will only put the items on the document will not include the page

    3 votes

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  4. The option to enable multiple selection for radio buttons

    10 votes

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  5. Customer would like uploading of word docx will copy the exact format

    7 votes

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  6. Option to remove PDF page break to download the page as a whole

    9 votes

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  7. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    22 votes

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  8. Should easily display the signers name in the My Documents section
    I have to hover over the initials to see who the document is for

    2 votes

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  9. MS word feature [excess text will go on next page]

    3 votes

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  10. Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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  11. Ability to choose on the template level which pricing table defaults as the document value

    2 votes

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  12. Ability to add your own Custom Theme to the document.

    2 votes

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  13. 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…

    24 votes

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  14. radio buttons populate same table section with fields assigned

    example: HR page for previous employer. If the radio button is selected as "yes" for previous employer, it will populate the same table with the assigned fields
    https://share.zight.com/4guRr56O

    Benefit of this feature would be useful to all HR use cases

    2 votes

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  15. Option to make a text block expandable if the content is too large.

    2 votes

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  16. 4 votes

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  17. Template creators may want to restrict the variable names that would be eligible within a template.

    Desired level of the rule would be at the Workspace level, to apply to all of its templates.

    Desired rule would be a white list of allowable names, with import/export features to ease maintenance.

    9 votes

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  18. 2 votes

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  19. Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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  20. Ability to update document title when uploading a CSV for Bulk Send

    2 votes

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