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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.

    1 vote

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  2. Would like there to be an indicator similar to estimated PDF notification when a text block overlaps the header/footer.

    1 vote

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  3. To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.

    1 vote

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  4. Can we please add page layout to the Saved Design Options?

    Currently I have to adjust margins on every template I create even though I have a standard design.

    1 vote

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  5. If you add smart (conditional) content blocks to a one-page document, and the fields in the content library items are all positioned at the top of their respective page, those fields will be added in the same positions in the document. This could cause them to overlap with each other.

    1 vote

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  6. Disable editing characters on signature field for Signers. Signers should not be able to edit their name or characters under the Signature field.

    1 vote

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  7. Have the ability to lock Template Roles. Users can edit template but not edit the roles

    1 vote

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  8. Ability to drag and drop a Content Item into a text block.

    1 vote

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  9. Ability to merge text blocks.

    1 vote

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  10. Allow conditional logic of smart content to add attachments to documents.
    Alternative -Allow Attachments to be saved in the content library items.

    Example - If deal variable = x - then add attached x.pdf. This could be direct smart content/conditional logic - OR could use existing conditional items from library item IF YOU COULD SAVE ATTACHMENTS in the library items.

    1 vote

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  11. 1 vote

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.

    It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide…

    1 vote

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  13. Redirect recipient to a custom URL upon completion based on certain conditions.

    1 vote

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  14. Ability to assign a whole content blocks (table) to document recipients for them to fill in

    1 vote

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  15. Table of Contents for all documents that are bundled as one document.

    1 vote

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  16. Publishing / editing / hold mode for a master template - ability to pull a template out of production to make edits, restrict users from using the template while editing the template, notify the users that the template is being edited, and a notification that the template has gone live when published again

    1 vote

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  17. add .webm file as a background

    1 vote

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  18. Add feature to create templates of fillable fields layout that can be applied to templates or documents

    1 vote

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  19. Ability to simultaneously sign Document with several others at least 25 like Docusign has

    1 vote

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  20. Option to have a button navigation in a middle of the page

    1 vote

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