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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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456 results found

  1. Insert symbols - e.g. check mark

    Ability to insert or paste a symbol, such as a tick mark, into the document and tables

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  2. allow to reshuffle docs in bundles

    right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Version history for completed documents

    After a contract has been signed, I'd like to be able to go back and look at prior versions of it -- ie, view the version prior to the final revision that was signed

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Improve auto save feature

    A customer observed that PandaDoc auto-saves only when a new area of the document is selected. It would be helpful to have auto-save after (nearly) every keystroke, similar to GoogleDocs.

    8 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Custom Fonts for each Heading

    Ability to set default font for each heading

    8 votes

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  6. Ability to arrange and set a header and a footer that will be applied for each newly created template.

    Ability to arrange and set a header and a footer that will be applied for each newly created template.

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  7. Option to Not make a recipient as signer when assigned to a field

    Option to Not make a recipient as signer when assigned to a field

    8 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Allow recipient to download Word file of the document.

    8 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  9. Page borders

    8 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  10. Change layout of entire document or template

    8 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Description as a separate column

    The option to have a description in pricing table as a separate column (Ev2).

    8 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  12. disable the ability for the recipient to decline a document

    disable the ability for the recipient to decline a document

    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Limit access to Template/Documents regardless of license type

    Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. table of contents uploaded PDF

    Import Text Headings from a PDF into PandaDoc

    7 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  15. Salesforce: Release notes for recent changes

    do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Redlining: ability to enable / disable suggestions for certain recipients only.

    Ability to enable suggestions for certain recipients only.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. Apply design theme to table of contents as well. Table of contents formatting from custom design.

    Ability for headers/footers and Table of Contents adhere to the document Design Theme

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Copy block from one document and paste into another document

    7 votes

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  19. Copying a document from the document page

    Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  20. Smart content: rule 'contains' or 'does not contain'

    Add a rule which say 'contains' or 'does not contain'

    7 votes

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