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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Right now, you can drag fillable fields by double-clicking and holding onto the second click. It would help with accessibility to have a visual button that lets you click on it instead of the actual field.

    This way, you know that you are clicking on the button to "Drag" or "Move" the field. And it avoids "Clicking" on the actual field

    1 vote

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  2. Currently, custom Field IDs for fields added to Content Library documents automatically include a number starting with "1" after the Field ID name. A specific Field ID has been entered for a Fillable Field that would be the same in various documents in the Content Library. Adding various forms with these fields into a template do not link because a number is being added to the Field ID name. Users have to manually check each field and delete the number from the Field ID so that it can automatically link to each other throughout the document. For long documents, this…

    1 vote

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  3. Allow bullets to be indented

    2 votes

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  4. 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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  5. 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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  6. After the new update, now when you are editing a table the tool bar is at the very top or bottom of the table rather than at the row you are working in. Which means when working with a long table you are now wasting time continuously scrolling to the top/bottom to add a row or delete a row etc.

    1 vote

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  7. Currently, holding the Shift key is the necessary method for placing a field in a specific location without disturbing the surrounding text.

    Having a dedicated toggle to switch between inline fields and manual drag-and-drop would be a valuable addition to the editor.

    2 votes

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  8. Currently, when inserting content through the Smart Content Block, the auto-numbering functionality is not applied to the inserted content. This causes inconsistencies in numbering and requires manual adjustments.

    2 votes

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  9. Have the ability to duplicate fields to all pages in the document

    2 votes

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  10. Text formatting such as bold, bullet points, and brackets from custom CRM (Airtable) does not translate correctly into PandaDoc documents during automation, causing unprofessional appearance.

    2 votes

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  11. 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.

    2 votes

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  12. The Clipping Mask, uses a vector shape, and is placed on top of a image, to crop or mask the image, and the visual output will be whatever the vector shape is.

    2 votes

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  13. Requesting to have this feature back. Make it easy for users for content design.

    1 vote

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  14. Would like to set a maximum allowed expiration period giving reps ability to change the expiration but only extend it up to a certain point.

    2 votes

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  15. For Feature Enhancements: The Smart Content block is specifically meant to “My Content”. It would be best to remove the rest of selections as it confuses users and gives the impression that other options can be used such as:

    Shared with me
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    pages

    2 votes

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  16. There should be a way to align the fields' positions with each other. If we add multiple fields one under another, we can change their position using the spacebar key, but even then, the fields' position isn't completely aligned.

    1 vote

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  17. Support for configuring conditional smart content content blocks directly via the embedded API.

    3 votes

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  18. We have a gantt chart for project timelines in our template that we've build using a table feauture but we'd like in PandaDoc had a feature specifically for this especially because we know many of our competitoras in the space include Gantt charts in their proposals

    2 votes

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  19. Option to keep the format when trying to copy a page from one document to another

    2 votes

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  20. Ability to insert page breaks in between content blocks populated through a Smart Content Block.

    2 votes

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