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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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362 results found

  1. Currently, custom Field IDs for fields added to Content Library documents automatically include a number starting with "1" after the Field ID name. A specific Field ID has been entered for a Fillable Field that would be the same in various documents in the Content Library. Adding various forms with these fields into a template do not link because a number is being added to the Field ID name. Users have to manually check each field and delete the number from the Field ID so that it can automatically link to each other throughout the document. For long documents, this…

    1 vote

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  2. After the new update, now when you are editing a table the tool bar is at the very top or bottom of the table rather than at the row you are working in. Which means when working with a long table you are now wasting time continuously scrolling to the top/bottom to add a row or delete a row etc.

    1 vote

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  3. Requesting to have this feature back. Make it easy for users for content design.

    1 vote

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  4. There should be a way to align the fields' positions with each other. If we add multiple fields one under another, we can change their position using the spacebar key, but even then, the fields' position isn't completely aligned.

    1 vote

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  5. To be able to insert PDFs at a specific location within a template.

    1 vote

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  6. I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.

    1 vote

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  7. It would be great if we could have a variable that links to the Auto-numbering in templates and automatically adjusts with the numbering system.

    For example. If I write a paragraph that references Section 1 Article 3. But then a heading is placed before this article in order of the document, ultimately pushing the Article down to Section 1 Article 4. However, I have a manually written paragraph later on in the document which references Section 1 Article 3. I now would have a variance as the manually written paragraph is referencing the incorrect article.

    1 vote

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  8. I would like there to be a red flag warning "Are you sure?" when making changes to a theme and publishing it to "all content that uses that theme". This additional step would make sure that the user knows this doesn't affect just this template, but would affect ALL templates and content library items that currently use this theme.

    Also, the word "Publish" for saving the change is counterintuitive. Many platforms use this same word to "save" changes or make changes take effect, even for an individual document or template.

    The prompt asking if we should apply it to other…

    1 vote

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  9. We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.

    1 vote

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  10. Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.

    1 vote

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  11. An option to remove or hide the content block section from the right side navigation under the plus sign.

    1 vote

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  12. A dropdown menu option inside a table cell.

    1 vote

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  13. 1 vote

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    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

  14. Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    https://pandadoc.zendesk.com/agent/tickets/519352

    1 vote

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    Released  ·  Christopher Ragland responded

    Hello, 

    Thank you for your feature request submitted to PandaDoc. We’re glad to let you know that the feature is available within the system. Please see this link for more information.

  15. Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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    Released  ·  Lindsey Schocke responded

    Hi! You can allow only drawn signature type under Settings > Workspace. You can visit the Help Center article here for more details.

  16. 1 vote

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  17. Hello, it would be useful to allow one or more attachments to the main document sent to the customers. I'm thinking at the upload the customer's ID card or similar that the customer will be required to attach.

    1 vote

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  18. 1 vote

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    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re happy to let you know that the feature "Hide the left page reorder panel" is available within the system. Please see this link for more information and the screenshot attached: Table of contents.

    Have a great day! 

  19. 1 vote

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    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're glad to let you know that the option to embed your social media links as images is available within the app. For this, please upload a social media image via image block and paste the link to your profile in the hyperlink. You can also see these links for more info:

    Help Center.

    Video guide.

    Have a wonderful day!

  20. Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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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!