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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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795 results found

  1. The customer is requesting the capability for the video block to accept videos uploaded from her computer and automatically play when the recipient receives the document.

    3 votes

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  2. Document Selection in PandaDoc Based on Certain Fields.

    3 votes

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  3. Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.

    3 votes

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  4. Merge several tables into one

    3 votes

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  5. add and design frames for image content block

    3 votes

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  6. 3 votes

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  7. 3 votes

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

    3 votes

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

    3 votes

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

    3 votes

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

    3 votes

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

    3 votes

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  17. 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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  18. 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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  19. Ability to search documents via the signature certificate ref. number.

    3 votes

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

    3 votes

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