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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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131 results found

  1. Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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  2. The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    5 votes

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  3. Prevent variables from moving once filled with data to avoid alignment issues.

    4 votes

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  4. Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    4 votes

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  5. Disable Instruction boxes when the recipient receives the document during signing in.

    4 votes

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  6. check word count feature

    4 votes

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  7. 4 votes

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  8. change color of font on recipients end for filling in fields

    4 votes

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  9. Being able to add a URL/Website to the Role Fields when setting up a document.

    3 votes

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  10. Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    3 votes

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  11. Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    3 votes

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  12. The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower

    3 votes

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  13. At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear

    3 votes

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  14. 3 votes

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  15. seeing the names of the categories on the left panel when hover over them

    3 votes

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  16. The option to use > and < when defining Conditional Logic for Smart Content.

    2 votes

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  17. To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details

    2 votes

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  18. Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:

    2 votes

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  19. When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.

    2 votes

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  20. A faster way to send another document after completing the previous invite. At the moment it takes 3+ clicks. Make it 1 click

    2 votes

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