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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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771 results found

  1. Option to make a text block expandable if the content is too large.

    3 votes

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  2. add and design frames for image content block

    3 votes

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  3. 3 votes

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  4. 3 votes

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  5. Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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  6. ability to resize the optional item check box in the pricing table

    3 votes

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  7. Currently when we send paperwork with a text box for the signer to fill out, PandaDoc instructs them to "enter value here", which confuses most people, and they end up writing in a dollar figure, instead of what our paperwork is actually asking them to enter. If PandaDoc's instructions were changed to "enter text here" for text boxes, I believe this would solve that issue. Thanks!

    3 votes

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  8. strikethrough without using text blocks and via drawing a line only

    3 votes

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  9. attach PandaDoc documents to another PandaDoc document via the Attachments app/feature regardless of the document status

    3 votes

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  10. (for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.

    https://pandadoc.zendesk.com/agent/tickets/529706

    3 votes

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  11. Ability to add/update the footer on multiple items (documents, templates) at once

    3 votes

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  12. User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.

    3 votes

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

    3 votes

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  14. 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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  15. 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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  16. Ability to search documents via the signature certificate ref. number.

    3 votes

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

    3 votes

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  18. 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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  19. 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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  20. 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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