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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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110 results found

  1. Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.

    2 votes

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  2. When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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  3. if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table

    2 votes

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  4. Search for page numbers in page reordering menu

    3 votes

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  5. It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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  6. Mobile/Web App will be able to complete a document when there are internet interruptions.

    1 vote

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  7. Would like to hide certain pages from presentation mode

    2 votes

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  8. Allow for multiple workspaces to be open at once (on different tabs)

    2 votes

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  9. For example, if there are multiple roles (3+), a disclaimer may help deter confusion for recipients.

    1 vote

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  10. Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.

    1 vote

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  11. For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.

    1 vote

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  12. For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.

    2 votes

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  13. Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    10 votes

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  14. It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.

    3 votes

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  15. 2 votes

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  16. When you highlight or click into a table cell, it makes white text very hard to see or edit.

    7 votes

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  17. There is a pop-up that shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out. Could we allow a setting that removes that pop-up?

    4 votes

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  18. Allow documents to load when they are opened in new tab even if you are on a different tab

    1 vote

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  19. When a signer is assigned fields in a document, in the recipients list that recipient changes from the grey 'CC' to a red 'Signer'. Looking for the ability to change the color and use multiple colors there.

    2 votes

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  20. I would like to see a command for the insert section below, like insert row below.

    1 vote

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