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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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789 results found

  1. 4 votes

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  2. Auto-Capitalization Option

    • will auto capitalize words on the document
    3 votes

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  3. Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.

    4 votes

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  4. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    9 votes

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  5. Ability for headers/footers and Table of Contents adhere to the document Design Theme

    7 votes

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  6. 5 votes

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  7. If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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  8. Automatically transfer content blocks/divide content blocks if they exceed the indicated PDF page break. as of the moment if a text block is large and the page break is indicated, you'll need to manually transfer the text to the next page in the web view. The client would like this to be done automatically, i.e. if the text is too long, it automatically appears on the next PandaDoc page

    Ability to enable a limitation that won't allow creating pages longer than they'll be displayed within the PDF version of the same document.

    161 votes

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  9. 6 votes

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  10. Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.

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    4 votes

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  11. On page breaks, content moved to next page is too close to the header looking terrible.

    10 votes

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  12. upload csv/excel as an editable content

    72 votes

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  13. 3 votes

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  14. Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.

    7 votes

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  15. It would be useful to be able to see documents which are needing action by the user, regardless of if the document was sent to the user from someone outside of their account. Currently, documents pending action need to be searched for through searching emails. It would be useful to have the account be a one-stop-shop including any documents that need to be completed.

    1 vote

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  16. 6 votes

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  17. It is really hard to grab the move boundary line between and image or text block that are next to each other. Super annoying

    1 vote

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

    7 votes

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  19. Option to have clickable TOC in presentation mode

    2 votes

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  20. Smart Content to work with uploaded pages

    8 votes

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