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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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457 results found

  1. 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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  2. Ability to enable suggestions for certain recipients only.

    5 votes

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  3. 5 votes

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

    5 votes

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

    17 votes

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  7. 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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  8. 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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  9. 9 votes

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  10. 3 votes

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  11. 4 votes

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

    7 votes

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  14. 5 votes

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  15. 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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  16. 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.

    Thanks

    4 votes

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  17. 3 votes

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  18. 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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  19. 6 votes

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  20. word wrap options once added in the radio button field

    7 votes

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