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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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767 results found

  1. The ability to switch pages within PandaDoc.

    2 votes

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  2. 2 votes

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  3. 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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  4. Option to embed Google Sheets to PandaDoc

    2 votes

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  5. 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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  6. 2 votes

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  7. 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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  8. 2 votes

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

    2 votes

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  10. Make a footer (text block) a page wide

    2 votes

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  11. Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.

    2 votes

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  15. create a link for collecting files from clients

    2 votes

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  16. Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.

    2 votes

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  17. We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary

    2 votes

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  18. Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.

    2 votes

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  19. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    2 votes

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  20. In our subcontractor templates, we always have a couple of fields that describe the client. So I'd basically like to add the client to the contract as well, without involving him in the signing process. So in summary, I'd like my client to assume the 'client' role in my PandaDoc templates, without actually CC'ing him/her

    2 votes

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