Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. option to attach multiple documents under one persons name besides just using a folder using document bundling

    1 vote

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  2. Ability to view and import Canva templates into PandaDoc would be helpful.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. We desperately need a timeline tool, or calendar, Gantt chart type of thing. Building even a simple project schedule is super painful in PandaDoc!

    1 vote

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  6. a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer

    1 vote

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  7. If:
    -Template theme doesn't have a background image
    -Page of the template where conditional smart content block is placed doesn't have a backround image

    Then
    -Be able to pull the background image of the CLI for the page in the resulting document

    1 vote

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  8. Option to set up on workspace level to always replace unfilled variables with blank when you send the document

    1 vote

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  9. 2 votes

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  10. 1 vote

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  11. Add an option to match layout of the uploaded file to pages in PandaDoc

    1 vote

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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.

    1 vote

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  13. when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.

    1 vote

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  14. do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    1 vote

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  15. 1 vote

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  16. to be able to add word file as non-editable PandaDoc document in a Free eSign plan

    When the docx file is added, the text body is added via text block which is not available on a Free eSign plan and the client cannot send the document.

    https://pandadoc.zendesk.com/agent/tickets/397078

    1 vote

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  17. Option to split Table of contents to another page

    2 votes

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  18. 1 vote

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  19. two unit prices per item in pricing table

    2 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  20. Ability to enable suggestions for certain recipients only.

    1 vote

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