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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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476 results found

  1. Add the ability to select multiple content blocks to move, delete, copy/paste them in one go

    15 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.

    19 votes

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  3. 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…

    40 votes

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

    12 votes

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

    27 votes

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  6. I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.

    10 votes

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  7. 4 votes

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  8. 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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  9. 40 votes

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

    4 votes

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  11. 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.

    12 votes

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  12. disable the ability for the recipient to decline a document

    4 votes

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  13. Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.

    4 votes

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  14. Custom indents for text & lists

    7 votes

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  15. Ability to change multiple instances of the same word at once.

    4 votes

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  16. See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.

    5 votes

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  17. Create a group of content added to one folder in the content library and select in to the Smart content

    https://pandadoc.zendesk.com/agent/tickets/517607

    3 votes

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  18. 16 votes

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  19. 4 votes

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  20. Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts

    6 votes

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