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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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457 results found

  1. Smart Content needs to have the option to be restricted. I believe the point of Smart content is so that we may reduce the number of templates.

    We would like to make sure our sales reps cannot change the Terms and Conditions when sending out a document.

    5 votes

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  2. When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.

    5 votes

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  3. Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.

    5 votes

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  4. Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)

    5 votes

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  5. If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.

    5 votes

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  6. The functionality to see a variable has a value or is blank within a smart content block

    5 votes

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  7. 5 votes

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  8. Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document

    5 votes

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  9. drag and drop series of checkboxes

    5 votes

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  10. fields should not shift while removing rows from the table

    5 votes

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  11. Ability to embed a 3D model.

    5 votes

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  12. It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.

    5 votes

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  13. 5 votes

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  14. Have an MP4 option added for the video block

    5 votes

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  15. Allow for multiple images to be added to an image gallery like Squarespace where you can format select multiple formatting types. This will keep images spaced equally.

    5 votes

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  16. 5 votes

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  17. comments feature for uploaded documents

    5 votes

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  18. Quick view for pending documents needs to sign

    5 votes

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  19. 5 votes

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  20. Have the ability to customize the default placeholder value for fields.

    5 votes

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