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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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777 results found

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

    3 votes

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

    3 votes

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

    3 votes

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  6. 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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  7. 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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  8. Ability to search documents via the signature certificate ref. number.

    3 votes

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

    3 votes

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  10. 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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  11. 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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  12. 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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  13. 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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  14. Fill column color (change column background color)
    select entire column and change the background color all at once instead of 1 cell at a time.

    3 votes

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    • Will allow the user to have automation on version history
    3 votes

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  15. 3 votes

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  16. Option for text blocks to support multiple columns and text flow.
    If separate text blocks can be linked, then when one column is reduced in size the text automatically flows to the next column. Or, if a passage of text is removed, the remaining text flows accordingly.

    3 votes

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  17. The ability to total quotes by quantity rather than only price, as we work on a points system against a monthly retainer fee.

    3 votes

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  18. When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
    How can we change the standard viewing settings for the recipient?

    3 votes

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  19. It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.

    3 votes

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