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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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788 results found

  1. AI that helps suggest which Content from the CLI to use based on existing Templates/Documents

    2 votes

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  2. Have the option to lock the formatting options so other users won't be able to edit or change the format of a template or document.

    2 votes

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  3. Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.

    5 votes

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  4. Freely define the spacing between elements, instead of having to adjust spacing in a cumbersome way.

    1 vote

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  5. Ability to layer elements on top of each other in terms of z-order.

    1 vote

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  6. When their are multiple highlights on the document, option to remove them in bulk is appreciated so we don't need to remove them 1 by 1

    2 votes

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  7. Options are only partially visible in the preview and in the PDF. Often, only one option is visible. I’ve already tried both approaches: one where an option was preselected, and another where no option was preselected.

    1 vote

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  8. To be allowed to set the zoom level for the preview view. Currently, the preview of the offer stretches across the entire width of large screens, which doesn't look good. Some customers won't know how to scale it down themselves.

    1 vote

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  9. Enable internal links – so that I can place a button which links to another page within the document.

    1 vote

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  10. The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.

    1 vote

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  11. I would like there to be a red flag warning "Are you sure?" when making changes to a theme and publishing it to "all content that uses that theme". This additional step would make sure that the user knows this doesn't affect just this template, but would affect ALL templates and content library items that currently use this theme.

    Also, the word "Publish" for saving the change is counterintuitive. Many platforms use this same word to "save" changes or make changes take effect, even for an individual document or template.

    The prompt asking if we should apply it to other…

    1 vote

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  12. Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
    The numbered lists sometimes become bullet lists after import, or vice versa. For example:
    1. a
    2. a
    become


    Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.

    9 votes

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  13. Have the option to use conditional fields to make the signature required or optional

    2 votes

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  14. We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.

    1 vote

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  15. 1 vote

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  16. 8 votes

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  17. 5 votes

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  18. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  19. Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.

    1 vote

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  20. automatically calculate the quantity in the table not in the pricing table

    4 votes

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