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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. How come we can block editing/removal of content blocks but not smart content? I want people to NOT be able to delete a smart content block - forcing them to choose from the preselected content library options. Currently, someone can delete the entire smart content block.

    1 vote

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  4. 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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  5. Description: Allow headers and footers to be saved as Content Library items so they can be reused and transferred into different documents. Today, headers and footers can only be added on Blank pages, and when you save a whole page as a Content Library item, the header and footer design does not save. This makes it hard to keep branding consistent across documents created from drafts or other starting points.

    Use case: Create a document from a ChatGPT draft (through the integration), then quickly drop in the saved header and footer to make it “send ready” without rebuilding the header…

    1 vote

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  6. 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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  7. 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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  8. 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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  9. 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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  10. Allow bullets to be indented

    2 votes

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  11. 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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  12. 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!

  13. 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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  14. 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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  15. 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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  16. Have the ability to duplicate fields to all pages in the document

    2 votes

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  17. 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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  18. 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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  19. 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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  20. Requesting to have this feature back. Make it easy for users for content design.

    1 vote

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