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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.

    11 votes

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  2. Expand Text formatting options:
    - Don't transfer text formatting when the text is copied from an external resource
    - PandaDoc Style settings are applied to the text copied from another source

    11 votes

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  3. Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    10 votes

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  4. 10 votes

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  5. 10 votes

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  6. Option to remove PDF page break to download the page as a whole

    9 votes

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  7. Template creators may want to restrict the variable names that would be eligible within a template.

    Desired level of the rule would be at the Workspace level, to apply to all of its templates.

    Desired rule would be a white list of allowable names, with import/export features to ease maintenance.

    9 votes

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  8. When the Conditional field is chosen, to have OR option within conditional rule to choose the relevant test field

    https://pandadoc.zendesk.com/agent/tickets/479203

    9 votes

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  9. Add an option to match layout of the uploaded file to pages in PandaDoc

    9 votes

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  10. Documents in a bundle should be capable of being re-ordered.

    9 votes

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  11. It would be great to have an option of displaying some additional information in tooltip/popup after clicking/mouseover.

    The customer will have the option to view additional information (about a product/service in the offer) without having to leave the document (as is currently the case with hyperlinks)

    9 votes

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  12. Ability to Customize Paper Layout. which include other paper sizes.

    9 votes

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  13. Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    9 votes

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  14. PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    9 votes

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  15. Ability to add a phone number as a hyperlink (now it is now allowing you to do so).

    9 votes

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  16. Remove header block.

    9 votes

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  17. I need that the signer info and timestamp will be displayed under (or below) the signature. I have multiple signers in each document and this is important to differentiate the signatures

    9 votes

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  18. You should be able to reduce the size of a video block

    9 votes

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  19. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    8 votes

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  20. Ability to copy and paste tables from third-party applications, like Google Sheets or Microsoft Excell, without losing formatting.

    8 votes

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