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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    1 vote

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  2. Ability to add content library items on top of uploaded pages

    1 vote

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  3. 1 vote

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

    2 votes

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  5. A document inherits a theme of the template it was made of

    1 vote

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  6. Ability to edit a specific word on sentence from text block in one go.

    1 vote

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

    2 votes

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  8. The customer wishes to have the ability to conceal specific options from the dropdown menu accessed via the plus sign when a user creates a document from a template.

    1 vote

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  9. 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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  10. Customer would like the fields inside the content blocks to be included when content locking is enabled for their users not to removed any fields within the restricted content.

    1 vote

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  11. Ability to edit documents section itself.

    1 vote

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

    2 votes

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  13. 4 votes

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  14. 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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  15. 4 votes

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  16. The page numbering in the Table of Contents does not align with the page numbers in the PDF proposal generated. There is no option to select a size that corresponds to PDF size, as the only options are "US Letter, A4, or Slide". When we asked for help, we were told to delete the page numbers on the Table of Contents. That is not a solution...

    We would appreciate if this could be resolved as soon.

    2 votes

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  17. When you add a blank text block to a page and then click off of the page, it becomes completely invisible. Also, the block is narrow, so you have to do a lot of clicking around to find it, or you may add another one redundantly because you can't see it's there.

    1 vote

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  18. 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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  19. Use different types of bullet points in the same table block

    1 vote

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  20. Indent bullet points inside of table

    1 vote

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