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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. drag and drop series of checkboxes

    3 votes

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  2. characters that take up space or have a formatting function but do not appear on the printed page

    3 votes

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  3. 3 votes

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  4. It would be great to have the option of hiding documents that are in the process of being formatted until they are ready for team use.

    3 votes

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  5. Global design panel to manage advanced design across ALL workspaces.

    3 votes

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  6. It is sometimes important to be able to highlight specific elements within a single image. The ability to add a pointer (numbered), that corresponds with a list that details each numbered pointer would be very valuable.

    The attached image would demonstrate a method of doing this.

    3 votes

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  7. Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.

    3 votes

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  8. So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se

    3 votes

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  9. Being able to set an image block as a background image

    3 votes

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  10. How to make suggest edits available for other blocks besides text blocks?

    3 votes

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  11. In our contract, we include the PandaDoc signed cost proposal as "Attachment B" to our contact, which is visible to clients without clicking on an attachment. The PDF file format option was available to us using the classic editor. However, in 2.0 the image block only supports the following 3 files: JPG, PNG, WebP. Since PandaDoc does not export completed documents in these supported file formats, it makes it incredibly challenging to include the cost proposal as a visual document in our contract.

    3 votes

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  12. Would like to upload a “pdf” in the middle of content blocks without converting into a jpg

    3 votes

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  13. Lock users from being able to change the default expiration date on documents

    3 votes

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  14. While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.

    3 votes

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  15. It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"

    3 votes

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  16. It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.

    3 votes

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  17. the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)

    3 votes

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  18. 3 votes

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  19. Ability to add a shipping cost row into the total of the pricing table.

    3 votes

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  20. Option to add content library items as attachments to the documents

    3 votes

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