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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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755 results found

  1. Automatic numbering columns in a pricing table would help itemize the described products and avoid errors.

    2 votes

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  2. A text field would automatically be added based on/containing information that the recipients provided on the document in fields, as a way to group the field information and make the content easier to read.

    2 votes

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  3. customer would like the table block to function like a Google Sheet and also be able to upload Google Sheets directly onto the platform.

    2 votes

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  4. Ability to merge text blocks.

    1 vote

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  5. When the document creators select "use this template", and then select Skip instead of Continue on the Adding Recipient screen, it doesn't apply the preassigned recipients. We would like to have a way to force the document creators to select Continue, so that the preassigned recipients are always applied to the document.

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. Conditional auto-fill for fields:
    1) Add a checkbox in the billing section for "Billing address same as shipping address." If checked, auto-fill billing fields with the shipping address or hide/make them optional.
    2) If the box is unchecked, make the billing address fields mandatory.

    2 votes

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  9. 1 vote

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  10. 2 votes

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  11. Get the list of templates and content library items a Theme is used in and mass update them

    2 votes

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  12. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    3 votes

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  13. Make a footer (text block) a page wide

    2 votes

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  14. Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    2 votes

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  15. 2 votes

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

    State your format in the comments!

    92 votes

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  17. 2 votes

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  18. Allow conditional logic of smart content to add attachments to documents.
    Alternative -Allow Attachments to be saved in the content library items.

    Example - If deal variable = x - then add attached x.pdf. This could be direct smart content/conditional logic - OR could use existing conditional items from library item IF YOU COULD SAVE ATTACHMENTS in the library items.

    1 vote

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  19. I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.

    2 votes

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  20. 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."

    192 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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