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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.

    It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide…

    1 vote

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  3. 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.

    1 vote

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  4. 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

    1 vote

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  5. Have the ability not to display features that are not included in the current Plan; they would not be seen.

    1 vote

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

    1 vote

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

    1 vote

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  8. 1 vote

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  9. With the bulk send feature, it would be great to have the flexibility to either send them all at once, or send them individually if we wish.

    1 vote

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  10. 1 vote

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  11. Ability to populate variables in the email, how Flixcheck has this ability.

    1 vote

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

    1 vote

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  13. Ability to set default initials.

    1 vote

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  14. Ability to apply multiple themes in one document.

    1 vote

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  15. 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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  16. Make a link required

    1 vote

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  17. add .webm file as a background

    1 vote

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

    1 vote

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  19. Ability to edit the formatting of text pulled in from HubSpot

    1 vote

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  20. Ability to simultaneously sign Document with several others at least 25 like Docusign has

    1 vote

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