Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    1 vote

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  2. 7 votes

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  3. 1 vote

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  4. Use smart content to generate a bundle documents
    ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.

    ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
    if product A selected (data security terms, product description, agreement)

    1 vote

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  5. Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document

    3 votes

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  6. 1 vote

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  7. Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.

    2 votes

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  8. Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    1 vote

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  9. Hello,

    So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
    However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
    Can you please look into this, as this could be a deal breaker for many scenarios.

    1 vote

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  10. Would like to have an AND operator when using conditional content to populate content library items in a template.

    2 votes

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  11. Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.

    1 vote

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  12. Be able to put catalog items into the body of your document, not just inside a pricing table. Retain name, description and photos.

    1 vote

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  13. 1 vote

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  14. drag and drop series of checkboxes

    3 votes

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  15. fields should not shift while removing rows from the table

    2 votes

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  16. 1 vote

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  17. 1 vote

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  18. As a user i want the ability to control which documents in a bundle the recipients should be able to view. ie: I can assign one document to an external party and another for internal review. The external customer won't see the internal document but it will be a part of the same bundle.

    1 vote

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  19. Add a rule which say 'contains' or 'does not contain'

    2 votes

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  20. Add a smart content block next to another block, or to a table

    2 votes

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