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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6509 results found

  1. Allow for multiple images to be added to an image gallery like Squarespace where you can format select multiple formatting types. This will keep images spaced equally.

    5 votes

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  2. You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.

    1 vote

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  3. 1 vote

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  4. when fill in a document with optional fields the arrow should point all the fields (required and optional)

    87 votes

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  5. I want 100% of the document going out to be approved.
    I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. Can you modify the navigation to work better in documents with lots of optional fields?

    1 vote

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  11. Well I'm using zapier to connect various system.. And I have made a new template and saw that you have launch part #1 of smart content.. Where you can pre-define a content library to a "block" in the contract.

    1 vote

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  12. For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)

    27 votes

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  13. should be possible to separate rows that belong to the columns
    Each of the columns should have several lines
    ability to draw lines for the table (as it is possible in word now)
    improved design options so you can create the table/chart from scratch and recreate the same table as you have in word

    5 votes

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  14. 1 vote

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  15. Ability to sign with mouse (or touchscreen)

    1 vote

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  16. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level

    3 votes

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  18. Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    3 votes

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  19. 1 vote

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    0 comments  ·  Payments  ·  Admin →
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  20. Option to use arrow down to go into description field in the pricing table

    1 vote

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