Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 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.

    1 vote

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  3. Time Block

    1 vote

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  4. option a delete recent templates from document wizard

    1 vote

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  5. 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.

    1 vote

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  6. most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…

    1 vote

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  7. add multiple background images on a page

    1 vote

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  8. 1 vote

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  9. Automatic formatting mirroring in two columns of the table

    1 vote

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  10. National insurance numbers (NINo) should appear in the following combination of letters and numbers - two letters, six numbers, one letter. For example: QQ 123456 C.

    1 vote

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  11. They use Publisher to design documents in a magazine style. Having this feature would simplify their workflow by building and sending within Pandadoc.

    1 vote

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  12. 1 vote

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  13. Ability to lock content blocks in place so they don't move

    1 vote

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  14. 1 vote

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  15. Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field

    1 vote

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  16. 1 vote

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  17. To have suggested approved changes marked-up to double-check them later

    1 vote

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  18. 1 vote

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  19. Hanging Indents for footnotes

    1 vote

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  20. Content with Negative Margins shows up in a pdf, instead of being absent.

    1 vote

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