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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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312 results found

  1. Have the ability to highlight text

    9 votes

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  2. 9 votes

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  3. 9 votes

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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!

  4. Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.

    Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.

    8 votes

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  5. Ability to remove a signer after the document has been sent

    8 votes

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  6. disable the ability for the recipient to decline a document

    8 votes

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  7. drag content blocks between pages easily

    8 votes

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  8. For the Smart Content to pull drop-down variable values once the latter gets implemented.

    8 votes

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  9. For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.

    8 votes

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  10. Smart Content to work with uploaded pages

    8 votes

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  11. 8 votes

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

    8 votes

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  13. 8 votes

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  14. 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.

    7 votes

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  15. Ability to enable suggestions for certain recipients only.

    7 votes

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  16. 7 votes

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  17. Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    7 votes

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  18. most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…

    7 votes

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  19. comments feature for uploaded documents

    7 votes

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    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    7 votes

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