2928 results found
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Smart Content to work with uploaded pages
Smart Content to work with uploaded pages
8 votesValeryia Baranava responded
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5 votes
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Converting a form to a document
Converting a form to a document
- will allow the user to convert a form to document.
13 votes -
improved collaborators feature: track changes
show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits
8 votes -
Ability to import information from Excel to pricing tables
Ability to import information from Excel to pricing tables
16 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Copy Office Suite / Google Workspace / HTML tables into PandaDoc
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Set a limit on the number of licenses: when limit is reached, access to join account is denied
Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.
3 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!
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Delete All Variables in Document
Want to delete all instances of a variable in 1 click instead of removing them all manually.
3 votes -
Multiple Custom Fonts
Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.
27 votes -
Approval Workflow through API
Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.
15 votes -
Date variable calculations
Option to have date variable calculations, for example, auto-populate a date one year from the document creation date
23 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!
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Generate docs with pricing tables products from custom entities in MS Dynamics
Be able to generate docs with pricing tables from custom entities in MS Dynamics
4 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!
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change custom variable format
change custom variable format
9 votes -
The ability to use discount from the total section of the pricing table to calculate tax after discount is subtracted.
At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?
3 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!
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Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}19 votes -
allow recipients to choose a payment method
allow recipients to choose a payment method
11 votes -
background image work for pages with PDF page break
We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.
Basically, we want it to operate like an image on a Word document.3 votes -
Auto-update content library item once updated in a document/template
Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.
Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.
In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…
42 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!
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11 votes
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Approval Workflow auto-reminders
if an approver doesn't approve a document in a certain amount of time they get an email reminder
27 votes -
3 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!
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