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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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737 results found

  1. Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document

    3 votes

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

    17 votes

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  3. When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.

    2 votes

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  4. 3 votes

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  5. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    8 votes

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  6. 3 votes

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  7. Content on one webpage is one page in the PDF file, it is not splitting for two or more pages

    https://pandadoc.zendesk.com/agent/tickets/369729

    3 votes

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  8. 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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  9. 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.

    10 votes

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  10. Would like cross-references in Word to not give errors when used in uploaded documents.

    3 votes

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  11. 1 vote

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  12. a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer

    1 vote

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  13. If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    1 vote

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  14. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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

    11 votes

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  16. Option to change the image background color

    4 votes

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  17. Be able to collect card details and store it in the app.

    24 votes

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  18. active hyperlinks in the uploaded pdfs

    3 votes

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  19. when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.

    1 vote

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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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