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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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374 results found

  1. Variables to be filled in with Capital letters by default

    Hello,

    So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
    However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
    Can you please look into this, as this could be a deal breaker for many scenarios.

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Ability to update portions of a variable to be in italics

    1 vote

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

    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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  4. Edit size of image when added to table

    1 vote

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  5. Docx converter to support "sym"elements

    1 vote

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  6. Control what colours you see in the text palette

    1 vote

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  7. Rename "page properties" to "Section Properties"

    Rename "Page Properties" to "Section Properties". Then one section could span across multiple pages, such as when the text exceeds one A4 page, meaning a PDF page break is shown.

    Better would be automatically create a new page within that "section". Then allow each section to have distinct properties like images, footer, header etc.

    1 vote

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  8. Ability to set the A5 format.

    Ability to set the A5 format.

    1 vote

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  9. Editing in preview mode

    Provide the ability to edit in preview mode while speaking with a prospect.

    1 vote

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  10. Share page between templates w/o content library

    Ability to move individual pages between templates without needing to first add to the content library.

    1 vote

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  11. Would like "Sentence Case" added to styles

    Would like "Sentence Case" added to styles

    1 vote

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  12. Save the fields filled in by document owner after editing

    1 vote

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  13. Default Document Sender

    By default the document is set to be sent from the document creator, I want to set all the documents to be sent from account owner

    1 vote

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  14. Made by PandaDoc when adding the background image

    There is an option to use Made by PandaDoc CL items when add a CL item or when add an image.
    It would be great to add this feature when you add a background image (to use media created by PandaDoc).

    1 vote

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  15. delete recent templates from document wizard

    option a delete recent templates from document wizard

    1 vote

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  16. "From" section defaults to document sender, not the creator

    1 vote

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  17. PDF attachment setting for individual accounts instead of only for the whole workspace

    1 vote

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  18. ability to allow suggestions for specific sections within a template/document

    1 vote

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  19. remove the grey pic of an image block if the image hasn’t been added in pdfs

    Ability to remove the grey pic of an image block if the image hasn’t been added in a downloaded PDF in EV2.

    1 vote

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  20. Ability to use half (.5) text font sizes

    if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx

    1 vote

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