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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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779 results found

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

    3 votes

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  2. Smart content will only put the items on the document will not include the page

    5 votes

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  3. Disable the option for the user to edit the document (including adding new blocks) but keep the option to add the products to the pricing table.

    2 votes

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  4. Ability to apply multiple themes in one document. For example, a different theme for one page in the template:
    In one of our templates we have some pages with a white background and some with a black. I think we were hoping to be able to apply a theme to one page, so we can have the design uniform - all the text on the black background would need to be a different color than the text on the white background.

    2 votes

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  5. Allow conditional logic of smart content to add attachments to documents.
    Alternative -Allow Attachments to be saved in the content library items.

    Example - If deal variable = x - then add attached x.pdf. This could be direct smart content/conditional logic - OR could use existing conditional items from library item IF YOU COULD SAVE ATTACHMENTS in the library items.

    1 vote

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  6. Option to remove PDF page break to download the page as a whole

    18 votes

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  7. Option to make 2 rows as a header in the regular table so these 2 rows are shown on the new page in case of page break

    2 votes

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  8. I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.

    It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide…

    1 vote

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  9. Option to rotate content (pages of the document) back and forth with arrows

    2 votes

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  10. Option to have a button navigation in a middle of the page

    2 votes

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  11. 4 votes

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  12. To be able to use Smart Content with bulk send.

    8 votes

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  13. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    36 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

    5 votes

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  15. Have the option to fill in variables as all capitalized letters if you pull the info from the CRM

    2 votes

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  16. margins - option to apply margins across entire page or document/template

    2 votes

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  17. Having the ability to copy an image from Excel and add it to the image block without heavily impacting image quality.

    2 votes

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  18. Ability to assign a whole content blocks (table) to document recipients for them to fill in

    1 vote

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  19. Table of Contents for all documents that are bundled as one document.

    1 vote

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  20. The ability to splice existing paragraphs in a document, similar to video or music editing software. This would allow users to easily add line breaks or page breaks within a paragraph.

    2 votes

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