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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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815 results found

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

    2 votes

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  2. 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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  3. 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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  4. 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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  5. Requesting to have this feature back. Make it easy for users for content design.

    1 vote

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  6. 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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  7. Feedback from our client rylee.may@kirkwood.edu,
    Inline fields to be utilized inside a table block

    2 votes

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  8. 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
    Made by PandaDoc
    Image
    Canva
    Upload file
    pages

    2 votes

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  9. 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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  10. enable this option for existing templates and documents, not just new ones.

    1 vote

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  11. Request to add flexible image resizing functionality on standard content pages and cover pages

    1 vote

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  12. Can move text blocks using arrow keys

    1 vote

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

    3 votes

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  14. It has been very had to move items and sections inside a pricing table lately. This challenge is impacting our work increasing the time we take to organize our proposal pricing tables.
    Is there anything you can do to make it as easy as it was before?

    5 votes

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  15. 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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  16. Documents automatically inherit the theme colors from the content library items, so the headings and styles will match.

    1 vote

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

    2 votes

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  18. When there are multiple smart content blocks on one page, and one of them has no conditions met, it leaves a blank space on the page. Would like to see a feature that automatically pushes the content from the pages below up into the empty space that was created by the empty, smart content block.

    2 votes

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

    1 vote

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  20. Problem Statement: Many of our most important templates were built "natively" in PandaDoc using individual text boxes, not an uploaded file.

    Our legal and operations teams frequently send us revised versions of these documents as a new PDF or Word file. When this happens, our only option is to manually:

    Open the new PDF and the old PandaDoc template side-by-side.

    Read through both to find the differences.

    Manually copy the new, updated text from the PDF.

    Find the corresponding text box in the PandaDoc template.

    Delete the old text and paste in the new text.

    This is an extremely slow,…

    1 vote

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