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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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457 results found

  1. Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.

    4 votes

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  2. a way to lock certain content library items from people even being able to click into, etc

    4 votes

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  3. To have the image layout from EV1 to be available in EV2.

    4 votes

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

    4 votes

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  5. 4 votes

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  6. Having an option to set validity dates for templates

    4 votes

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  7. Ability to add signatures for each page for uploaded document

    4 votes

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  8. Keep the custom font after downloading a document in Word format.

    4 votes

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  9. Delete a cell in a table (instead of row or column).

    4 votes

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  10. 4 votes

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  11. 4 votes

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  12. Restrict users from adding more than one condition to the rule within the Smart Content Block.

    3 votes

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  13. Create a group of content added to one folder in the content library and select in to the Smart content

    https://pandadoc.zendesk.com/agent/tickets/517607

    3 votes

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  14. add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column

    3 votes

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  15. Ability to search documents via the signature certificate ref. number.

    3 votes

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  16. A block which allows to draw in it; a function to draw images in the templates/documents.

    3 votes

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  17. Page break - allow space settings untherneath header section and above footer section for better perceived quality with automatic page breaks. Currently many users are adopting workaround with manual page breaks and inserting text space object.

    Today automatic page break is almost of no use.

    Adding this simple feature would allow enhanced productivity and more easy user adoption for multi-page documents.

    Easy solution would be to provice setting for empty space line in the header and footer sections.

    3 votes

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  18. Embed signature image in the document and allow it to be valid on the Signature Certificate.

    https://pandadoc.zendesk.com/agent/tickets/499540

    3 votes

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  19. Right now only catalog items have images in pricing tables, but when I make a custom unique proposal I want the ability to add a photo to each line item from the document. Instead of saying "Image from catalog will appear here," make a button to add a photo.

    3 votes

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  20. I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.

    3 votes

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