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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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245 results found

  1. Ability to paste tables from Excel or Word right into the PandaDoc document

    92 votes

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    16 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc

    document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc 


    Have a wonderful day!

  2. Ability to reorder variables in variables List

    86 votes

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    Released  ·  13 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Cost and margin EV2 (Profit and margin calculation)

    83 votes

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    9 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  4. Page numbers in table of contents

    75 votes

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    Released  ·  3 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  5. Source PDF replacement

    The option that will allow a user to replace the uploaded PDF with another PDF but leave all the text blocks and fields on the places where they are now.

    67 votes

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    Released  ·  3 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  6. Customisation on Table of Contents

    There should be an option to add a customisation to the Table of Contents on EV2.

    66 votes

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    Released  ·  5 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  7. Mobile app create and send docs EV2

    66 votes

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    Released  ·  4 comments  ·  Mobile  ·  Admin →
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  8. Presentation mode

    Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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    Released  ·  7 comments  ·  Recipient Experience  ·  Admin →
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  9. Share templates and Content Library items in Editor 2.0

    Share templates and Content Library items in Editor 2.0 by a user

    58 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Link2CRM for non-draft status documents

    Ability to link non-draft documents to CRM records.

    56 votes

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    12 comments  ·  API & Integrations  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  11. Password-Protection Editor 2

    I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?

    54 votes

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    1 comment  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  12. Template Embedding EV2 (Forms)

    53 votes

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    Released  ·  3 comments  ·  Workflow  ·  Admin →
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  13. Transfer Documents Ownership to Another User

    Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.

    Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.

    53 votes

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    Released  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Individual variables for each pricing table total

    system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    48 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Thumbnail/Preview for pages

    Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    43 votes

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    4 comments  ·  Usability Improvements  ·  Admin →
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  16. Tiered numbering option for Editor 2.0

    The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

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    Released  ·  8 comments  ·  Other  ·  Admin →
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  17. [Fields] change Date Field format

    Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

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    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. add image to table columns

    add image to table columns

    43 votes

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    Released  ·  2 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →
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  19. Attach files in Ev2

    https://support.pandadoc.com/hc/en-us/articles/360009533653--Classic-Editor-Attach-files-to-documents

    42 votes

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    Released  ·  1 comment  ·  Other  ·  Admin →
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  20. Conditional Approvals for EV2

    Conditional Approvals feature Parity for EV2

    41 votes

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    2 comments  ·  Workflow  ·  Admin →
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