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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5387 results found

  1. The ability to put a table block inside a text block.

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. The ability to conflicting themes to keep formatting.

    For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Copy Smart content Templates between workspace

    We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

    36 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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    On Roadmap  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  4. Export documents tag list

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objec

    Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. Dropdown of the state postal code abbreviations

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Apply design theme to table of contents as well. Table of contents formatting from custom design.

    Ability for headers/footers and Table of Contents adhere to the document Design Theme

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  9. Use text values in pricing column: add text to the price column in the pricing table

    add text to the price column in the pricing table like: To be determined instead of the price

    https://pandadoc.zendesk.com/agent/tickets/371750

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Option to have the signer read the document before signing

    Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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  11. Wordpress

    is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Keep Comments on Document after editing

    Keep comments after moving a document from sent to draft status.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Copy block from one document and paste into another document

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. multiple approvers in same approval group

    We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  16. dynamically populate images from "collect files" field

    dynamically populate images on the document level from the "collect files" field

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Do not split content for 2 pages in PDF if you have 1 page in PandaDoc doc

    Content on one webpage is one page in the PDF file, it is not splitting for two or more pages

    https://pandadoc.zendesk.com/agent/tickets/369729

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Restrict users from being able to download the documents as .docx files.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Export document's recipient analytics

    12 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Move products up and down with arrow

    Allow users to move products up and down the pricing table by clicking an UP or Down arrow

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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