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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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24 results found

  1. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    • Add ability to continue ordered lists with interruptions
    355 votes

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    49 comments  ·  Content Editing & Design  ·  Admin →

  2. [Word Import] Import numbered and bullet lists from MS Word documents

    Improve the document conversion processes to ensure that when documents are downloaded from or uploaded to PandaDoc, they reflect the original format seen in the editor with high fidelity.

    Improving the import, editing, and handling processes for complex and legal documents within PandaDoc, ensuring that specialized formatting like legal numbering and structured indentations are preserved accurately.

    "Adding in a legal document with the below format does not work. We're having to manually type each number out for a 20 page document which is a massive headache when changing/updating."
    "Please can panda docs improve 'the Only simple number lists (with numbers,…

    192 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  3. Pricing Table - extend Design options

    format column color,
    change font size for Total
    Format color of the Pricing table footer

    190 votes

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    Released  ·  18 comments  ·  Content Editing & Design  ·  Admin →

  4. Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

    The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.

    123 votes

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    23 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF behaviour for multi-page pricing tables within PandaDoc.

    For more information, please click the link below!

    Add a Page Break inside a Pricing Table (available in PandaDoc CPQ)

  5. Edit a sent document and save without resending

    Availability to edit a document after it was sent out and save the changes.

    107 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Katie Hudson responded

    Hi there! 

    Thank you so much for reaching out and sharing your idea. There is already a way to reach the same result. What you would need to do is edit the document and then share via link to avoid re-sending emails. All original recipient links should still be available to all recipients if no one has signed the document. However, if someone has signed already, PandaDoc clears the signatures as it would be illegal to modify the content without resetting the signature. We hope this work around helps you!

  6. A3 and Legal Page Size

    American legal size paper - 8.5 x 14 inches
    A3 page size

    92 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Katie Hudson responded

    Hi there! Great news! We've launched new page sizes for US Legal and A3. Want to update the page size within your document? Follow the steps below:

    1. Open the document editor
    2. Click "...." in the top right corner of the page which size you want to change
    3. Choose "Page properties" in the dropdown
    4. In the right menu find "LAYOUT" section and click on it
    5. Choose "Page size"

    The page size changes only for the page you select, so if you would like to change the page sizes for all pages - the steps above should be repeated. If you upload a file, the page size will be detected automatically. 

  7. Page numbers in table of contents

    75 votes

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    Released  ·  3 comments  ·  Content Editing & Design  ·  Admin →

  8. Attachments visible from the document view for the recipient: embedding an attachment into a document

    22 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →

  9. 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)

    16 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →

  10. Text Alignment similar to MS Word

    Difficulties with indentation.

    15 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  11. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

    Ability to export just the LIST of completed documents.

    13 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  12. Smart content: rule 'contains' or 'does not contain'

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

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  13. The ability to adjust the font size for the entire pricing table.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  14. Quote builder formatting (reorder product order in bundles)

    Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  15. Inline fields inside the table block

    Inline fields to be utilized inside a table block

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  16. Ability to move document pages

    Ability to move document pages.

    • Will allow the user to move pages inside the document.
    • This feature will allow them to place a specific pages on there prefered location.
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  17. Option to cross out selected text in a document.

    Selecting the text and then cross it out

    https://pandadoc.zendesk.com/agent/tickets/396007

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  18. Display item cost in a quote (Advanced Quotes)

    Display cost in a quote

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

  19. Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    https://pandadoc.zendesk.com/agent/tickets/519352

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Christopher Ragland responded

    Hello, 

    Thank you for your feature request submitted to PandaDoc. We’re glad to let you know that the feature is available within the system. Please see this link for more information.

  20. Require drawn signature for signers

    Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Lindsey Schocke responded

    Hi! You can allow only drawn signature type under Settings > Workspace. You can visit the Help Center article here for more details.

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