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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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666 results found

  1. Provide the ability to edit in preview mode while speaking with a prospect.

    1 vote

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  2. It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.

    4 votes

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  3. Smart Content + Attachments

    6 votes

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  4. 5 votes

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    • due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
    2 votes

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  5. Global design panel to manage advanced design across ALL workspaces.

    3 votes

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  6. Ability to move individual pages between templates without needing to first add to the content library.

    1 vote

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  7. For example, if the customer has a numbered list go from 17.9 to 17.10 -- the text will be moved to the left a bit and the paragraph formatting will no longer be aligned.

    6 votes

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  8. On page breaks, content moved to next page is too close to the header looking terrible.

    10 votes

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  9. Would like "Sentence Case" added to styles

    1 vote

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  10. 1 vote

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  11. 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

    18 votes

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

    17 votes

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  13. Allow multiple themes when documents are bundled.

    20 votes

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  14. By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner

    1 vote

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  15. It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.

    The attached image would demonstrate a method of doing this.

    4 votes

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  16. Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    6 votes

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  17. There is an option to use Made by PandaDoc CL items when add a CL item or when add an image.
    It would be great to add this feature when you add a background image (to use media created by PandaDoc).

    1 vote

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  18. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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  19. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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