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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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555 results found

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

    8 votes

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  2. Client entered option into Radio button but it goes off of the page. Can we please allow for a line break in Radio Buttons (pressing Enter) to ensure the options do not go off of the page?

    4 votes

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  3. 14 votes

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  4. ability to add a border/outline in a text block

    4 votes

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  5. Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.

    6 votes

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  6. 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…

    7 votes

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  7. Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    4 votes

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  8. Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.

    We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.

    2 votes

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  9. small individual cells for numbers - table block

    2 votes

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  10. 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

    3 votes

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  11. Ability to rename a theme without saving a new one and deleting the old one. Having this option would allow us to change the name of a theme without having to change the defaults on templates, in Settings, etc.

    2 votes

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  12. Import Text Headings from a PDF into PandaDoc

    4 votes

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  13. 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.

    2 votes

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  14. Set Signature Certificate layout/page size to 8.5 X11 as documents are rejected by FL courts.

    7 votes

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  15. drag content blocks between pages easily

    5 votes

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  16. Have a button to remove all recipients from a doc, instead of removing one by one.

    2 votes

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  17. 1 vote

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  18. Custom indents for text & lists

    2 votes

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  19. Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.

    19 votes

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  20. We'd like the ability to customize the button text. For example "Submit Contract" or "Accept".

    4 votes

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