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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6444 results found

  1. Option to get workspace Id from UI

    3 votes

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  2. Ability to import information from Excel to pricing tables

    16 votes

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    Hi. Currently, we don't have a direct feature for importing Excel files and 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. However, we do support creating tables from Excel data. 

    Here's a quick guide on how to do it:

    1. Copy Tables: You can copy a table, or part of a table, from Office Suite (Office 365 and desktop versions), Google Workspace, or even HTML.
    2. Paste in PandaDoc: Simply paste (Cmd/Ctrl + V) it into a PandaDoc page. This action will create a new PandaDoc table in your template, document, content library item, or form.
    3. Styling Options: You can restore the original styling of the table by selecting 'Source formatting' in the dropdown menu at the lower right corner of the table in PandaDoc.

    For copying into a pricing table specifically:

    1. Prepare Your Table: Ensure your…
  3. 1 vote

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  4. Ability to insert or paste a symbol, such as a tick mark, into the document and tables

    8 votes

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  5. 1 vote

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  6. Conditional feature for fields that will prompt the signer to choose if required or not required,

    9 votes

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  7. 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 votes

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  8. Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.

    1 vote

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  9. 1 vote

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  10. Want to delete all instances of a variable in 1 click instead of removing them all manually.

    1 vote

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  11. 1 vote

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    0 comments  ·  API  ·  Admin →
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  12. In case the signature is put in the draft document, it should disappear if the duplicate is created..

    If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.

    3 votes

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  13. 1 vote

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  14. Adding multiple Images on a placeholder.

    2 votes

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  15. 1 vote

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  16. Integration with Ungerboeck

    1 vote

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  17. Localization for Spanish language specific to Latin America.

    1 vote

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  18. 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.

    18 votes

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  19. 5 votes

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  20. 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.

    8 votes

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    0 comments  ·  Approvals  ·  Admin →
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