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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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795 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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    1. The ability to easily push design elements full bleed. 2. Also have some sort of 'margins' set for consistent text blocks or other inset elements (like in Canva, i can easily push images to the edge, but I can still set a margin that is visible, and/or text blocks will snap to).
    2 votes

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  3. Option to vertically align text

    2 votes

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  4. Have the ability to change the image in an image block without changing the previously set format or margin.

    2 votes

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  5. Right now, fillable fields anchor themselves to the dominant part of the table whenever you try to use enter or backspace to move the fields.

    Remove the anchoring or improve the field behavior in regards to when using enter or backspace to move them around within the table.

    2 votes

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  6. Have the option to lock the formatting options so other users won't be able to edit or change the format of a template or document.

    2 votes

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  7. When their are multiple highlights on the document, option to remove them in bulk is appreciated so we don't need to remove them 1 by 1

    2 votes

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  8. The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.

    2 votes

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  9. Have the option to use conditional fields to make the signature required or optional

    2 votes

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  10. 2 votes

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  11. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  12. Ability to create Custom Variables with drop-down listings

    2 votes

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  13. If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted

    2 votes

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  14. Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.

    2 votes

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  15. To have the option for all the contracts that have not been sent for approval to have a watermark on them - the watermark will be removed once it has been approved

    2 votes

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  16. Show the name of the pricing table in the document. For example, "Project 1" for Pricing Table 1 and so on. To also have the ability to automatically edit the name of the Pricing Table based on information from CRM.

    2 votes

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  17. Ability to disable the Send via link for existing documents and make existing links invalid.

    2 votes

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

    2 votes

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  19. 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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