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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. 4 votes

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  2. 6 votes

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

    State your format in the comments!

    98 votes

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  4. Smart content: ability to add into the footer

    13 votes

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  5. Advanced analytics for the Rooms.

    5 votes

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    0 comments  ·  Rooms  ·  Admin →

    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!

  6. 7 votes

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  7. Group manually completed documents in one folder or create a tag for them by default

    4 votes

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  8. Ability to show product description only after a product is selected in the Quote builder

    5 votes

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  9. Downloading a PandaDoc to Word does not work correctly; random page breaks, missing letters from word that are spelled correctly, and no fillable fields. I would like to be able to turn off the option to download as a .docx on the workspace level or on the templates so the only download option is as a PDF file.

    0 votes

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  10. 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."

    198 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!

  11. Improve the document conversion processes to ensure that when documents are downloaded from or uploaded to PandaDoc, they reflect the original format seen in the editor with high fidelity.

    Improving the import, editing, and handling processes for complex and legal documents within PandaDoc, ensuring that specialized formatting like legal numbering and structured indentations are preserved accurately.

    "Adding in a legal document with the below format does not work. We're having to manually type each number out for a 20 page document which is a massive headache when changing/updating."
    "Please can panda docs improve 'the Only simple number lists (with numbers,…

    192 votes

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  12. Automated tools within PandaDoc that eliminate the current need for manual, time-consuming workarounds like text copying to Notepad for fixing common formatting issues.

    "Work Around provided by PandaDoc support: Cut and paste the text into Notepad. Cut and paste the text back into PandaDoc."
    "My workaround: One-by-one highlight each block of text in a paragraph and click the 'Clear Formatting' button in PandaDoc."

    197 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. 197 votes

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  14. 243 votes

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  15. Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents, some design features in MS Word are not imported (for ex. SmartArt)

    195 votes

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  16. The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.

    7 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!

  17. 4 votes

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  18. Updating values in the pricing table without the need to click outside the table to save the values. Currently, if not to click and send the document right away, the value in the pricing table cell will not be saved.

    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!

  19. There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.

    7 votes

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  20. Linked product groups within the pricing table.

    2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Product Bundles

    You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.