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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

    2 votes

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  2. Ability to hide line item in pricing table using smart content

    2 votes

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  3. It would be great to have a (-) for discounts provided to show customers that it is a discount and not just a regular listing shown inthe Pricing or Quote table

    2 votes

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  4. Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.

    2 votes

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  5. Remove content library suggestion when adding a blank page to a template

    2 votes

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  6. Ability to prompt field tag recognition to documents imported in bulk.

    2 votes

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  7. insert pricing table on a table block

    2 votes

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  8. Ability to have a clean version of Templates before the variables to send to clients.

    2 votes

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  9. Save information on hidden field under pricing table

    2 votes

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  10. When adding a presentation from Canva, there should be an option to adjust the image size to ensure it aligns uniformly with the rest of the pages in the document.

    2 votes

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  11. Combine image and text block / add image to a text block to connect them

    2 votes

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  12. Option to upload a custom font from Type Together

    2 votes

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

    2 votes

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  14. 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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  15. 2 votes

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  16. 2 votes

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  17. 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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  18. Update image inside document based on user sending the document

    2 votes

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  19. 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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  20. 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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