Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.

    5 votes

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  2. The option to edit signing order from the Send document window.

    1 vote

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  3. drag and drop series of checkboxes

    3 votes

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  4. 3 votes

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  5. Add a rule which say 'contains' or 'does not contain'

    2 votes

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  6. Auto-adjust spacing or font size when variables are populated.

    1 vote

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  7. Ability to insert or paste a symbol, such as a tick mark, into the document and tables

    3 votes

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  8. 1 vote

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  9. In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    2 votes

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  10. upload csv/excel as an editable content

    22 votes

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  11. The way we are set up, I have to change the source document for every document I send. When bundling came in, this added an extra click even though we don't bundle docs.

    With the most recent change, I now have to click on the "show documents" button EVERY SINGLE TIME I need to send a document for signing. They used to show by default. I contacted support and was told this was changed to "enhance the application". When I asked HOW it enhanced the application, I was told it was to "make it look more user-friendly". It might look…

    1 vote

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  12. 2 votes

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  13. Ability to change the font on radio buttons.

    2 votes

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  14. 5 votes

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  15. 1 vote

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  16. Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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  17. Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    2 votes

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  18. Hello,

    So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
    However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
    Can you please look into this, as this could be a deal breaker for many scenarios.

    1 vote

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  19. Would like to have an AND operator when using conditional content to populate content library items in a template.

    2 votes

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  20. fields should not shift while removing rows from the table

    2 votes

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