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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 241 votes

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  2. Ability to cap or limit the number of auto-reminder emails sent on a document (e.g., stop reminders after X days or X sends).

    2 votes

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  3. Allow bullets to be indented

    2 votes

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  4. Would like to be able to hide the "Initials' field type so it is not visible to end users. They use another method to prefill initials, so sometimes their users get confused.

    2 votes

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  5. Allow users to select an individual row and apply a custom background fill color to that row only, directly from the row's context menu or right-click options — similar to how cell background color works in tools like Google Sheets or Microsoft Word tables.

    2 votes

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  6. Currently, holding the Shift key is the necessary method for placing a field in a specific location without disturbing the surrounding text.

    Having a dedicated toggle to switch between inline fields and manual drag-and-drop would be a valuable addition to the editor.

    2 votes

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  7. Automated tools within PandaDoc that eliminate the current need for manual, time-consuming workarounds like text copying to Notepad for fixing common formatting issues.

    "Work Around provided by PandaDoc support: Cut and paste the text into Notepad. Cut and paste the text back into PandaDoc."
    "My workaround: One-by-one highlight each block of text in a paragraph and click the 'Clear Formatting' button in PandaDoc."

    197 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
    The numbered lists sometimes become bullet lists after import, or vice versa. For example:
    1. a
    2. a
    become


    Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.

    16 votes

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  9. To reduce the need for repetitive manual adjustments.

    "Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section."
    "Similarly, whenever importing a document that contains a with certain cells merged, the content itself is not properly displayed in its original format."

    198 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. Currently, when inserting content through the Smart Content Block, the auto-numbering functionality is not applied to the inserted content. This causes inconsistencies in numbering and requires manual adjustments.

    2 votes

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  11. 197 votes

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  12. Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents, some design features in MS Word are not imported (for ex. SmartArt)

    195 votes

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  13. Have the ability to duplicate fields to all pages in the document

    2 votes

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  14. Support for configuring conditional smart content content blocks directly via the embedded API.

    3 votes

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  15. Restrict users from editing the template structure (text, blocks, allowed content) while still letting them update field data in generated documents, without granting them edit access to the template itself.

    1 vote

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  16. Text formatting such as bold, bullet points, and brackets from custom CRM (Airtable) does not translate correctly into PandaDoc documents during automation, causing unprofessional appearance.

    2 votes

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  17. In the same way that selecting multiple files to upload while creating a new document is allowed, allow multiple files to be added at once to an existing document. Within a document, clicking Add Content > Upload File allows you to choose only one file to upload at a time.

    2 votes

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  18. The Clipping Mask, uses a vector shape, and is placed on top of a image, to crop or mask the image, and the visual output will be whatever the vector shape is.

    2 votes

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  19. Right now, you can drag fillable fields by double-clicking and holding onto the second click. It would help with accessibility to have a visual button that lets you click on it instead of the actual field.

    This way, you know that you are clicking on the button to "Drag" or "Move" the field. And it avoids "Clicking" on the actual field

    1 vote

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  20. Currently, custom Field IDs for fields added to Content Library documents automatically include a number starting with "1" after the Field ID name. A specific Field ID has been entered for a Fillable Field that would be the same in various documents in the Content Library. Adding various forms with these fields into a template do not link because a number is being added to the Field ID name. Users have to manually check each field and delete the number from the Field ID so that it can automatically link to each other throughout the document. For long documents, this…

    1 vote

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