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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    6 votes

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  2. When content formatting is edited, PandaDoc scrolls back to the top of the page, interrupting workflow. An option to stop this scrolling is needed.

    1 vote

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  3. I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    1 vote

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  4. 1 vote

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  5. 6 votes

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  6. Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.

    3 votes

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  7. edit sent documents via mobile app

    16 votes

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    2 comments  ·  Mobile  ·  Admin →
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  8. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    8 votes

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  9. 1 vote

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  10. Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.

    37 votes

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    2 comments  ·  Other  ·  Admin →
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  11. 4 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.

    2 votes

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  13. Document Analytics would be easier to see the date directly instead of the number of days passed.

    2 votes

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  14. Documents in a bundle should be capable of being re-ordered.

    9 votes

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  15. It would be nice to have conditional recipients so that in [blank] situation, the document would be sent to [specific recipient group].

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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  16. 8 votes

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    1 comment  ·  Localization  ·  Admin →
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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!

  17. 1 vote

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  18. Pay to have someone fill in custom information in variables.

    1 vote

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  19. Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. 1 vote

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