7471 results found
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Set a Date to Signing Date + X days AND exclude weekends and holidays
Please add the feature where you can set a date field to X BUSINESS days after the signing date. Right now it adds that number of days but we need the ability to exclude weekends and holidays.
Thanks!
10 votes -
[Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.
The Word page size is not kept after it is uploaded to PandaDoc.
240 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Navigation Workflow Issues After Recent PandaDoc Update
Hi there,
I would like to share a detailed review of the most recent PandaDoc updates, specifically regarding navigation between folders while editing documents and catalog items.
After the latest update, I noticed that whenever I close a document I am editing, the system automatically redirects me back to the main folder of the workspace — instead of returning to the exact folder where that document is stored. This behavior significantly disrupts the workflow. If I am editing a document inside a specific folder, it is because I am working on a sequence of files within that same structure. Being…
7 votes -
Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.
Automated tools within PandaDoc that eliminate the current need for manual, time-consuming workarounds like text copying to Notepad for fixing common formatting issues.
"Work Around provided by PandaDoc support: Cut and paste the text into Notepad. Cut and paste the text back into PandaDoc."
"My workaround: One-by-one highlight each block of text in a paragraph and click the 'Clear Formatting' button in PandaDoc."197 votesHi. 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! -
API: Ability to approve documents via API
approve documents via api
7 votes -
[Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.
To reduce the need for repetitive manual adjustments.
"Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section."
"Similarly, whenever importing a document that contains a with certain cells merged, the content itself is not properly displayed in its original format."198 votesHi. 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! -
[Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.
After a Word document is imported, paragraphs are not kept.
197 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.
Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents, some design features in MS Word are not imported (for ex. SmartArt)
195 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
[Word Import] Keep basic numbered and bullet lists from MS Word documents
Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
The numbered lists sometimes become bullet lists after import, or vice versa. For example:
1. a
2. a
become
•
•
Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.15 votes -
Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot
When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.
4 votes -
Separate timeline on the homepage
Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.
4 votes -
SSO: SCIM 2.0
SSO SCIM 2.0
34 votes -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
5 votes -
Make SMS Verification required before sending document
Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.
4 votes -
Webhook: Event for Approved Document
webhook event for document approved
7 votes -
Melbourne Time Zone
Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.
3 votes -
Ability to map Salesforce opportunity fileds with pricing table footer
Scenario: A customer would like to pull the Tax Rate field from the Details tab of the Opportunity to the Tax row in the Pricing Table footer
2 votes -
Extend/ adjust time period of Home screen (currently default is 1 week)
Recently, the time period for the home screen was changed to one week. Would like the ability to extend that time to multiple months.
2 votes -
redirect to work with the downloaded file
Redirect to work with the downloaded file
4 votes
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