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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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312 results found

  1. If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted

    2 votes

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  2. Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.

    2 votes

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  3. To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved

    2 votes

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  4. Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Ability to disable the Send via link for existing documents and make existing links invalid.

    2 votes

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  6. Remove content library suggestion when adding a blank page to a template

    2 votes

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  7. insert pricing table on a table block

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.

    2 votes

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  9. The ability to switch pages within PandaDoc.

    2 votes

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  10. Make a footer (text block) a page wide

    2 votes

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  11. margins - option to apply margins across entire page or document/template

    2 votes

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  12. Set image block constraints so that any image autofills the block rather than the block increases in size to accommodate image.

    We would like to create templates where there are two, three or more image blocks on a page and when images are dropped in the block stays that size.

    2 votes

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  13. To have the possibility to select two or more columns in a table and distribute to make them the same size.

    2 votes

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  14. 2 votes

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  15. As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    2 votes

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  16. Ability to save whole document/contracts instead of per page only.

    2 votes

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  17. 2 votes

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  18. Ability to choose on the template level which pricing table defaults as the document value

    2 votes

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  19. 2 votes

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  20. Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)

    2 votes

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