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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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.

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    4 votes

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

    4 votes

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

    4 votes

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  4. 4 votes

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  5. Option to change the image background color

    4 votes

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  6. 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.

    4 votes

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  7. 4 votes

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  8. 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.

    4 votes

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  9. Ability to rename the document sequence.

    4 votes

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  10. 4 votes

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  11. 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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  12. 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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  13. Be able to do the following: pass the selected items by the recipient in a Document A to the pricing table into the Document B

    4 votes

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  14. stretch an image to the edges in the header (both on the left and right side)

    4 votes

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  15. ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out

    4 votes

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  16. should be possible to create red bullets and have black text following?

    4 votes

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

    4 votes

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  18. 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.

    4 votes

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  19. 4 votes

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

    4 votes

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