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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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478 results found

  1. add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column

    3 votes

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  2. Ability to search documents via the signature certificate ref. number.

    3 votes

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  3. Have a way to continue the auto-numbering from column to column, and page to page

    3 votes

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  4. Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.

    We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.

    3 votes

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  5. Embed signature image in the document and allow it to be valid on the Signature Certificate.

    https://pandadoc.zendesk.com/agent/tickets/499540

    3 votes

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  6. Have the ability to save changes manually instead of relying on the cloud

    3 votes

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  7. 3 votes

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  8. I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.

    3 votes

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  9. decrease the ident in the second level of a numbered list without decreasing the level of the list at a time.

    To have this:
    1. Level
    I.Level 1.1

    https://pandadoc.zendesk.com/agent/tickets/429771

    3 votes

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  10. It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.

    3 votes

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  11. 3 votes

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  12. 3 votes

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  13. Option to create documents in page layout view instead of one long doc: Pandadoc seems to favour creating one long doc, like a webpage - I know you can add page breaks but it would be good to just have the option to work in a page layout view, like you would in google docs or something - the 'add page break' feature is a bit annoying, if I only intend to create a proposal or contract as a PDF, why not let me design it as such with pre-payout out pages.

    Thanks

    3 votes

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  14. Ability to lock down or restrict editing on Document Title

    3 votes

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  15. Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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  16. 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.

    3 votes

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  17. 3 votes

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  18. 3 votes

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  19. 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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  20. Would like cross-references in Word to not give errors when used in uploaded documents.

    3 votes

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