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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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743 results found

  1. Ability to apply Design theme to the blocks where the text was changed manually

    Ability to apply Design theme to the blocks where the text was changed manually

    At this time, if text is manually set in a text block and a theme is applied --> the text associated with the theme will not override the text that was manually set in a text block. This can be a pain for users that have hundreds of templates and CLIs.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Make the width of the columns in pricing table the same

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Add a frame around images

    6 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Smart Content will not include the page only the content items

    Smart content will only put the items on the document will not include the page

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Utilize Variables inside Content Library

    having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

    5 votes

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    5 comments  ·  Content Editing & Design  ·  Admin →
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  6. disable the ability for the recipient to decline a document

    disable the ability for the recipient to decline a document

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Redact feature in editing

    Option to redact part of the text in the document

    5 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  8. Restrict Editing of Smart Content similar to Content Locking

    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.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Ability to set a custom font by default at the account level

    It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Blank page does NOT appear when using smart content with multiple pages.

    Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Change uploaded page background

    Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)

    5 votes

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  12. Salesforce: Release notes for recent changes

    do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Ability to transfer fillable fields data via data transfer feature.

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Smart content: list of variables

    If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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  16. Accept Variables with Blank Value in Smart Content

    The functionality to see a variable has a value or is blank within a smart content block

    5 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  17. Be able to change the background color of text fields (not text blocks)

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Don't allow automatic PDF page breaks between headings and their subsequent paragraphs

    In MS Word, I have the option of setting Headings and Paragraphs to "Keep with next" or "Keep lines together" or "Page break before". This would be a helpful feature in Pandadoc when I am doing contracts, there are certain places where I want to prohibit lines from being orphaned to a new page no matter how much content gets put in front of it. I don't want to use a page break because IF all the content CAN fit on a single page, then that is how I want it. But IF it needs to roll to the next…

    5 votes

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  19. fields within rows should not shift while removing rows from the table

    fields should not shift while removing rows from the table

    5 votes

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  20. Ability to embed a 3D model.

    Ability to embed a 3D model.

    5 votes

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