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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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304 results found

  1. 6 votes

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  2. Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.

    6 votes

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  3. The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.

    6 votes

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

    6 votes

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  5. Keep the formatting when importing Google Doc

    6 votes

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  6. Customer would like to be able to assign one recipient in two different roles with signing order

    6 votes

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  7. 6 votes

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  8. When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.

    6 votes

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  9. It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.

    6 votes

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  10. Ability to set a limit for the number of files being uploaded via the document creation.

    6 votes

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  11. 6 votes

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  12. Ability to see the width of a given box and than adjust the others until they are the same width

    6 votes

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  13. 6 votes

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  14. 6 votes

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  15. 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

    6 votes

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  16. Option to hide token/items from the template/document from specific recipients

    • will allow the user to hide tokens
    6 votes

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  17. Smart Content + Attachments

    6 votes

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  18. 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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  19. 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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  20. most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…

    6 votes

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