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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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478 results found

  1. Save Variable Placements/formatting on uploaded PDF's. This way if a PDF needs to be re-uploaded there is an easy to move all of the Variables from the current document/PDF Upload to the new upload PDF.

    4 votes

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  2. 4 votes

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  3. When a document is declined - having the capability to edit one page within a series of pages, as opposed to having to start over. For example, page two of ten had an error, being able to replace (not just delete) just page 2 or edit only page 2.

    4 votes

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  4. Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there

    4 votes

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  5. It's be helpful for all user workflow efficiency to be able to "tab" to the next cell in a table to update the text.

    4 votes

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  6. 4 votes

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  7. 4 votes

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  8. Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.

    4 votes

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  9. 4 votes

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  10. Ability to see the width of a given box and than adjust the others until they are the same width

    4 votes

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  11. customer wants rounded table design and not just plain box

    4 votes

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  12. Auto-adjust spacing or font size when variables are populated.

    4 votes

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  13. 4 votes

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  14. Option to change the image background color

    4 votes

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  15. Smart Content + Attachments

    4 votes

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  16. 4 votes

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  17. Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    4 votes

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  18. Ability to rename the document sequence.

    4 votes

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  19. When duplicating a document, to preserve the information (payment data).
    It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
    example: A completed agreement for an event with the number of guests, deposit, and date.
    Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.

    4 votes

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  20. Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.

    4 votes

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