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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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743 results found

  1. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  2. resize textfield to make smaller in ev2

    3 votes

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  3. The ability to add Smart Content inside a table.

    2 votes

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  4. Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.

    2 votes

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  5. Ability to have a read-only field tag with pre-defined values when uploading the document with field tags

    https://support.pandadoc.com/hc/en-us/articles/360051490673-Field-tags-recognition

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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  9. Update image inside document based on user sending the document

    2 votes

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  10. Option to create a custom variable field where the data will be pulled from the name of an image we upload? For example, whenever we add an image to our PandaDoc document, we also fill out a caption with the image name. If there is a way to automate this task, that would be wonderful

    2 votes

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  11. Ability to embed a window within the sow where the client can see the first page or half page of the MSA and sign, they can scroll within the window to see the whole MSA.

    Example of this mock up attached

    2 votes

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  12. The ability to switch pages within PandaDoc.

    2 votes

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  13. 2 votes

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  14. A text field would automatically be added based on/containing information that the recipients provided on the document in fields, as a way to group the field information and make the content easier to read.

    2 votes

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  15. Option to embed Google Sheets to PandaDoc

    2 votes

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  16. When the document creators select "use this template", and then select Skip instead of Continue on the Adding Recipient screen, it doesn't apply the preassigned recipients. We would like to have a way to force the document creators to select Continue, so that the preassigned recipients are always applied to the document.

    2 votes

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  17. 2 votes

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  18. Conditional auto-fill for fields:
    1) Add a checkbox in the billing section for "Billing address same as shipping address." If checked, auto-fill billing fields with the shipping address or hide/make them optional.
    2) If the box is unchecked, make the billing address fields mandatory.

    2 votes

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  19. 2 votes

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  20. Get the list of templates and content library items a Theme is used in and mass update them

    2 votes

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