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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. "We have found that when we upload a MS Word document, the page size and formatting changes... our default page size is A4... it changes - possibly to Letter - which throws page formatting out."
    "Currently, the word doc download looks wonky and not like the actual contract."
    "When importing the word document, the formatting is not uniform. Clunky."

    239 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!

  2. 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."

    194 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!

  3. 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."

    195 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!

  4. 194 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!

  5. "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. smart art, shapes), also comments and notes inside MS Word are not imported."
    "The conversion of Word and Google Doc format is just horrible. It is a real limit."

    193 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!

  6. Introduce more page sizes to the document editor:
    * Tabloid size paper - 11 x 17 inches
    * Custom sizes

    State your format in the comments!

    95 votes

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  7. Currently uploaded Google Slides are static and not editable. Please enable editing of uploaded Google Slides

    4 votes

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  8. Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.

    Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.

    4 votes

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  9. Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

    3 votes

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  10. Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.

    2 votes

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  11. 3 votes

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  12. 2 votes

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  13. The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.

    3 votes

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  14. To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved

    2 votes

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  15. Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.

    2 votes

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  16. Be able to add an additional header to a pricing table similar to a section title. Right now, the top header is the columns for the products and it can't be adjusted.

    25 votes

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  17. Ability to disable the Send via link for existing documents and make existing links invalid.

    2 votes

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  18. Ability to hide line item in pricing table using smart content

    2 votes

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  19. Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.

    2 votes

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  20. Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.

    4 votes

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