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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. having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

    5 votes

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  2. Currently the Table of Contents numbering does not recognize a PDF page break as a new page number. This should be changed so that tables of contents recognize page breaks in their numbering. If not, then page breaks should just move content onto a new blank page and eliminate the estimated PDF page break so that numbering is accurate. I currently am having to manually create page breaks in my 30 page document and cut/paste content so that my table of content is accurate.

    12 votes

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  3. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    18 votes

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

    7 votes

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  5. 4 votes

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  6. 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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  7. The option to enable multiple selection for radio buttons

    6 votes

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  8. I want to be able to group check box fields to require one checkbox to be selected in the group.

    Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

    You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

    We would like to make sure that the recipient does select at least one check box in the group before moving on.

    A…

    23 votes

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  9. Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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  10. Customer would like uploading of word docx will copy the exact format

    4 votes

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  11. Would like the ability to add the signature and date at the same time

    2 votes

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  12. add and design frames for image content block

    2 votes

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  13. It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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  14. option to edit text blocks by recipients without redlining

    2 votes

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  15. Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.

    2 votes

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  16. I feel that the editing inside of PandaDoc is pretty limited. The arrangement of a simple text box is not as straight forward as you would expect.

    Maybe there is an option to open your software so we can achieve more complex layouts while still using your API, integrations and more.

    This is one of the biggest challenges for us when it comes to build a really unique offer while still being able to profit from automations.

    1 vote

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  17. Restrict users from adding more than one Condition within the Smart Content Block.

    4 votes

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  18. bulk deletion of pages - templates/documents

    6 votes

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  19. Ability to shrink content blocks even more

    2 votes

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  20. 2 votes

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