Settings and activity
9 results found
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105 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Chris
supported this idea
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44 votes
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!Chris
supported this idea
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24 votes
Valeryia Baranava responded
An error occurred while saving the comment Chris
commented
Also known as a separator. I would also use a colored top or bottom border but that option doesn't exist either...
Chris
supported this idea
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194 votes
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!An error occurred while saving the comment Chris
commented
I was very surprised to see this didn't exist. Just copy Wordpress' Media Library
Chris
supported this idea
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17 votes
An error occurred while saving the comment Chris
commented
I too would like to add internal notes/comments to help my users create proposals. These of course would not be visible to the client.
Chris
supported this idea
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14 votesChris
supported this idea
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91 votes
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!Chris
supported this idea
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192 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Chris
supported this idea
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2 votes
Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.
If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.
We’d love to work with you to optimize PandaDoc based on your specific business needs.
An error occurred while saving the comment Chris
commented
Valeryia, we did purchase your onboarding services, and David is our onboarding specialist. Nonetheless, the idea as described here is not currently available.
An error occurred while saving the comment Chris
commented
I'm currently working as Director of Operations for a small business. We're at the point where we're scaling, and at the same time cleaning up / reworking our internal processes. We just got PandaDoc so that we could speed up our proposal creation process. However, one of the things we discovered during the PandaDoc onboarding process is that are current proposals are kind of all over the place---they are very long, contain a lot of unnecessary sections/content, are missing necessary sections/content, and overall need to be redesigned.
And this is what spawned this future service request. PandaDoc could be a one-stop-shop when it comes to proposals, with consultants and designers prepared to help small businesses like ours fix our sales and proposal process and build/design a new proposal in PandaDoc. This would probably require a discovery call and questionnaire to better understand our business and look at our current proposals and sales process, and consulting with an expert to help us outline a better proposal. Then, have a design team turn that outline into a template designed around our branding.
Chris
supported this idea
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Other users have submitted similar ideas, such as nesting blocks within blocks. Either way the problem is when we spend time creating a "section" consisting of multiple different content elements (columns, rows, images, text, etc), it only lets us save each individual element to the Content Library.
PandaDoc is supposed to make proposal creation quick and easy, but it's counter-intuitive to have to drag each individual saved element from the Content Library and re-create entire sections I had previously built. I suppose a workaround would be to save the entire page with the "section" of mixed content elements you created, but having the ability to just save the entire section would be most ideal.
See attached screenshot of an example of what I mean by section of mixed content.