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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 8 votes

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

    8 votes

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  3. 8 votes

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  4. 8 votes

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  5. 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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  6. Option to delete pages for conditional (smart) content on a document level

    7 votes

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  7. 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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  8. Import Text Headings from a PDF into PandaDoc

    7 votes

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  9. Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.

    7 votes

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  10. 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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  11. Ability to enable suggestions for certain recipients only.

    7 votes

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

    7 votes

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  13. 7 votes

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  14. 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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  15. comments feature for uploaded documents

    7 votes

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  16. Ability to make a document private between the creator and the recipient

    7 votes

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  17. 7 votes

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

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  18. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 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!

  19. 7 votes

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