7485 results found
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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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[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! -
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! -
[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]: 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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[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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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 -
RazorPay Payment Gateway
RazorPay Payment Gateway
2 votes -
Pay Funnels payment integration
Pay Funnels (payment processor)
1 vote -
Delete info on fields all at once
Customer would like to have an option to delete all info on the fields all at once.
2 votes -
Prompt a warning before deleting content library items used in smart content blocks
There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.
6 votes
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