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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.

    2 votes

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  2. We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary

    2 votes

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  3. Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.

    2 votes

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  4. Option to add crop marks

    3 votes

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  5. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    2 votes

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  6. In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her

    2 votes

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  7. right now you can only merge rows but not columns

    6 votes

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  8. Redirect recipient to a custom URL upon completion based on certain conditions.

    5 votes

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

    1 vote

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  10. 2 votes

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

    3 votes

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  12. 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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  13. Add a header background image

    2 votes

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  14. Ability to set default initials.

    3 votes

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  15. Option to delete pages for conditional (smart) content on a document level

    7 votes

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  16. 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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  17. Publishing / editing / hold mode for a master template - ability to pull a template out of production to make edits, restrict users from using the template while editing the template, notify the users that the template is being edited, and a notification that the template has gone live when published again

    1 vote

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  18. add .webm file as a background

    1 vote

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  19. Add feature to create templates of fillable fields layout that can be applied to templates or documents

    1 vote

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  20. Ability to remove a signer after the document has been sent

    7 votes

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