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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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314 results found

  1. In workspaces with 21 CFR Part 11 compliance, SMS verification is required. The phone number should auto-populate from the workspace user profile to reduce manual entry and support compliance workflows at scale

    2 votes

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  2. When building documents with numbered or bulleted lists, users frequently need to add continuation paragraphs beneath a list item — sub-paragraphs that visually align with where the list item's text begins, but without displaying any bullet or number marker.

    Current behavior:
    The editor offers two unsatisfactory options:

    Using the Indent button — creates an indented paragraph but does not match the text-start position of the list item above it, resulting in a visible misalignment
    Adding a list item — aligns correctly, but always shows a bullet, number, or symbol which is inappropriate in formal documents

    The only available workaround is…

    2 votes

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  3. Ability to export details from the notary journal regarding complete notary sessions.

    2 votes

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  4. Ability to select left, center, or right alignment on an image placeholder so that images uploaded via API during document creation have the correct alignment. Currently, the alignment settings only appear once an image has already been placed in the placeholder.

    2 votes

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  5. Allow bullets to be indented

    3 votes

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  6. Request to have a granular permission layer for pricing tables and content blocks that would allow document owners or template admins to:

    Lock the structural placement of a table or content block — preventing it from being moved, resized, or deleted by the document sender or recipient.

    Allow selective field interaction within that locked block — enabling reps to see and select drop-down options, enter values in designated fields, and fill in required information without risking accidental layout changes.

    1 vote

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  7. Can we fix the one line on text boxes where the comment field and gear icon overlap and you cant click on the gear icon.

    1 vote

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  8. Our customers often print out a document before signing, for offline study. On paper, there is no clue that there are checkboxes or radio buttons for our options. Having a box there (checked or not) where the border of the field should be, like on the screen, would make the structure of the document easier to grasp.

    1 vote

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  9. Set within a theme the ability to choose a fill-in color to match branding for the account. At the moment, fill color isn't able to be saved to a theme requiring manual adjustment each time using the HEX code.

    1 vote

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  10. Turn off field auto-snap permanently

    1 vote

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  11. The UI uses tabs for "Document arrangement" (left) and "Signature boxes" (right). When you click one tab, the other disappears, forcing constant toggling.

    Request: Add a "pin" button that allows both tabs to be visible side-by-side simultaneously (split-view).

    1 vote

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  12. Problem: When preparing a document with multiple signers (e.g., 2 clients + sender = 3 signers), users must toggle/switch between signers repeatedly to place signature, date, and initial boxes. This requires excessive clicking.

    Request:

    Option A: Show all signer fields (signature, date, initial boxes) for all signers on the same screen simultaneously

    Option B: Add keyboard shortcuts to jump between signers quickly

    1 vote

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  13. 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.

    2 votes

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  14. 242 votes

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  15. 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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  16. 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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  17. 1 vote

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  18. 1 vote

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  19. 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.

    3 votes

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  20. 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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    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!

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