245 results found
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92 votes
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!
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86 votes
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83 votes
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75 votes
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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 -
Customisation on Table of Contents
There should be an option to add a customisation to the Table of Contents on EV2.
66 votes -
66 votes
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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 -
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 -
Link2CRM for non-draft status documents
Ability to link non-draft documents to CRM records.
56 votesHello 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
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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 -
53 votes
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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 -
Individual variables for each pricing table total
system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table
48 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re excited to let you know that the feature is available. Please see this link for more information: https://support.pandadoc.com/hc/en-us/community/posts/1500000682762-Add-Pricing-Table-Variables-Throughout-Your-Document
Have a wonderful day!
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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 votesThe feature is released: https://support.pandadoc.com/hc/en-us/articles/360060838033--Editor-2-0-Page-reordering-
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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 -
[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/dd43 votes -
add image to table columns
add image to table columns
43 votes -
42 votes
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Conditional Approvals for EV2
Conditional Approvals feature Parity for EV2
41 votesConditional approvals are now available for Editor 2.0 pricing tables: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H33G8HKTT28QHN22170Z94
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