6881 results found
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Allow the recipient to change the name and pricing of products
Allow the recipient to change the name and pricing of products
2 votes -
Quote builder: show product description only after a product is selected
Ability to show product description only after a product is selected in the Quote builder
3 votes -
Update the Quote products based on the items a recipient chooses
The customer receives a quote and makes a selection and the document is then filtered back to us for processing
4 votes -
Conditional logic for attachments
Allow conditional logic of smart content to add attachments to documents.
Alternative -Allow Attachments to be saved in the content library items.Example - If deal variable = x - then add attached x.pdf. This could be direct smart content/conditional logic - OR could use existing conditional items from library item IF YOU COULD SAVE ATTACHMENTS in the library items.
1 vote -
Automatically change straight quotation marks to curly quotation marks in PandaDoc Editor
I am wondering if there is a way to make it so the quotes in a document are smart quotes (the kind that curve towards the text) instead of the straight quotes? I want to change straight/dumb quotes to smart/curly quotes in documents.
2 votes -
report
Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section
1 vote -
3 votes
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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."194 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! -
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."193 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! -
Correct issues with the improper paragraph and line spacing after MS Word documents have been imported into PandaDoc.
"Import a Word document. Look at the incorrect paragraph and line spacing."
1 voteHi. 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! -
Correct issues with the improper paragraph and line spacing after MS Word documents have been imported into PandaDoc.
"Import a Word document. Look at the incorrect paragraph and line spacing."
194 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! -
When MS Word documents are uploaded to PandaDoc, the page size, fonts, and overall styling mirror the original document settings.
"We have found that when we upload a MS Word document, the page size and formatting changes... our default page size is A4... it changes - possibly to Letter - which throws page formatting out."
"Currently, the word doc download looks wonky and not like the actual contract."
"When importing the word document, the formatting is not uniform. Clunky."232 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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Import complex MS Word features such as SmartArt, shapes, comments, and notes 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. smart art, shapes), also comments and notes inside MS Word are not imported."
"The conversion of Word and Google Doc format is just horrible. It is a real limit."192 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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Hide pricing table if no products were populated
The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.
4 votes -
4 votes
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Updating values in the pricing table without the need to click outside the table
Updating values in the pricing table without the need to click outside the table to save the values. Currently, if not to click and send the document right away, the value in the pricing table cell will not be saved.
2 votes -
Resize Header and Footer
Have the ability to resize the Header and Footer
3 votes -
Recipient experience: option to change document title
Option for recipient to change the document title
2 votes -
PandaDoc as a Learning Management System
PandaDoc as a Learning Management System
2 votes -
Automations with notion.so
Automations with notion.so
1 vote
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