Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out

    4 votes

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

    3 votes

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  3. Table of Contents is showing incorrect page numbers. Needs to be fixed.

    4 votes

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  4. 1 vote

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  5. Use smart content to generate a bundle documents
    ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.

    ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
    if product A selected (data security terms, product description, agreement)

    1 vote

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  6. 1 vote

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  7. Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    1 vote

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  8. 4 votes

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  9. should be possible to create red bullets and have black text following?

    3 votes

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  10. 3 votes

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

    1 vote

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  12. Be able to put catalog items into the body of your document, not just inside a pricing table. Retain name, description and photos.

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 2 votes

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  16. Option for deleting multiple pages in a document or template.

    3 votes

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  17. 1 vote

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  18. As a user i want the ability to control which documents in a bundle the recipients should be able to view. ie: I can assign one document to an external party and another for internal review. The external customer won't see the internal document but it will be a part of the same bundle.

    1 vote

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  19. Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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  20. 1 vote

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