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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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474 results found

  1. Allow multiple themes when documents are bundled.

    18 votes

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  2. Table of Contents Page Numbering does not align with PDF Proposal generated and shows incorrect numbering

    34 votes

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  3. Would love a gridline or ruler option to overlay on page to help with lining up text & images

    21 votes

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  4. When a document is declined - having the capability to edit one page within a series of pages, as opposed to having to start over. For example, page two of ten had an error, being able to replace (not just delete) just page 2 or edit only page 2.

    4 votes

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  5. Once a document has been completed by a customer if it is possible for that document to automatically have a name change

    16 votes

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  6. Ability to enable suggestions for certain recipients only.

    5 votes

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  7. Add a smart content block next to another block, or to a table

    12 votes

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  8. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    3 votes

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  9. The functionality to see a variable has a value or is blank within a smart content block

    5 votes

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  10. It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.

    3 votes

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  11. It's be helpful for all user workflow efficiency to be able to "tab" to the next cell in a table to update the text.

    4 votes

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  12. Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    13 votes

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  13. 3 votes

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  14. 4 votes

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  15. 4 votes

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  16. 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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  17. Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table

    16 votes

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

    7 votes

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  19. 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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  20. 3 votes

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