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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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779 results found

  1. 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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  2. disable the ability for the recipient to decline a document

    5 votes

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  3. 5 votes

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  4. Option to redact part of the text in the document

    5 votes

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  5. 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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  6. When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.

    5 votes

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  7. It would be useful to have the option to properly align checkboxes and other fillable fields within tables, so that for instances where you add information to the table, it doesn't misalign multiple checkboxes within a document or template.

    Currently if you manually align multiple checkboxes on top of a table and then, for example, add text to a table cell next to it which creates another line, it will misalign all of the checkboxes on the document. It would be helpful if instead of placing these checkboxes "above" the table, at least have the option to add it within…

    5 votes

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  8. 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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  9. 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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  10. Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)

    5 votes

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  11. Ability to enable suggestions for certain recipients only.

    5 votes

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  12. 5 votes

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

    5 votes

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  15. 5 votes

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  16. 5 votes

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  17. Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document

    5 votes

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  18. drag and drop series of checkboxes

    5 votes

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

    5 votes

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  20. Ability to embed a 3D model.

    5 votes

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