596 results found
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3 votes
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Ability to add optional items as in pricing table to the simple table
Ability to add optional items as in pricing table to the simple table
3 votes -
3 votes
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Java Script in the document
The option to put Java Script into the document (to create a 3D image for example).
3 votes -
[Bulk action] Select and add CLIs to the document
The option to add different CLIs at once (select them together and add to the document).
3 votes -
Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
Restrict editing while letting field update in generated documents.
Restrict users from editing the template structure (text, blocks, allowed content) while still letting them update field data in generated documents, without granting them edit access to the template itself.
2 votes -
Set Total Number of Reminders
Ability to cap or limit the number of auto-reminder emails sent on a document (e.g., stop reminders after X days or X sends).
2 votes -
ability to let bullets follow indentation
Allow bullets to be indented
2 votes -
Ability to hide certain field types so users cannot add them to templates and documents.
Would like to be able to hide the "Initials' field type so it is not visible to end users. They use another method to prefill initials, so sometimes their users get confused.
2 votes -
Pricing table row color
Allow users to select an individual row and apply a custom background fill color to that row only, directly from the row's context menu or right-click options — similar to how cell background color works in tools like Google Sheets or Microsoft Word tables.
2 votes -
Bypass Inline Field function
Currently, holding the Shift key is the necessary method for placing a field in a specific location without disturbing the surrounding text.
Having a dedicated toggle to switch between inline fields and manual drag-and-drop would be a valuable addition to the editor.
2 votes -
Enable Auto-Numbering for Smart Content Blocks
Currently, when inserting content through the Smart Content Block, the auto-numbering functionality is not applied to the inserted content. This causes inconsistencies in numbering and requires manual adjustments.
2 votes -
Duplicate Field to all pages
Have the ability to duplicate fields to all pages in the document
2 votes -
Pass rich text formatting from custom CRM to PandaDoc
Text formatting such as bold, bullet points, and brackets from custom CRM (Airtable) does not translate correctly into PandaDoc documents during automation, causing unprofessional appearance.
2 votes -
Upload multiple files at once when adding content to a document
In the same way that selecting multiple files to upload while creating a new document is allowed, allow multiple files to be added at once to an existing document. Within a document, clicking Add Content > Upload File allows you to choose only one file to upload at a time.
2 votes -
Ability to add a Clipping Mask on top of an Image (block).
The Clipping Mask, uses a vector shape, and is placed on top of a image, to crop or mask the image, and the visual output will be whatever the vector shape is.
2 votes -
Alow users to extend expiration but limit how far out it can be set.
Would like to set a maximum allowed expiration period giving reps ability to change the expiration but only extend it up to a certain point.
2 votes -
Post available options for smart content
For Feature Enhancements: The Smart Content block is specifically meant to “My Content”. It would be best to remove the rest of selections as it confuses users and gives the impression that other options can be used such as:
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pages2 votes -
Gantt chart content block
We have a gantt chart for project timelines in our template that we've build using a table feauture but we'd like in PandaDoc had a feature specifically for this especially because we know many of our competitoras in the space include Gantt charts in their proposals
2 votes
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