Ability to paste tables from Excel or Word right into the PandaDoc document
Nani Ancheta commented
Be able to copy and paste from excel to document table without losing the formatting in Editor 2
Denver McCann commented
This is relevant for both pricing tables but also for other tables of numbers that need to be imported from a excel into a standard table format....
I found myself taking screen shots of the table in Excel, saving as a png file and then uploading it as a picture to avoid setting up a table and then manually updating the numbers each time the spreadsheet got updated.
The thing to be careful about with this is that the Spreadsheet is never going to be static... so the solution should allow you to "replace" the file and provided the table has not changed in terms of structure (rows/cols) it should just update and the numbers.
You can piggy back off named ranges, which could be the method of defining the range for each table....or Excel Tables and use that to specify the table name [Tbl_001].
Excel integration has got to be a sensible idea....!
AdminRyanne Doumet (Admin, PandaDoc) commented
Be able to integrate excel into PD so can dynamically pull in spreadsheets (not as an attachment)
Casey Hamel commented
I think it would be helpful for businesses (the one I work for included) if we could insert a table either from Excel or from scratch that can do simple computations and could be formatted to be only numerical. I would also like this to be enabled on forms with the option for the signer to edit selected cells.
For instance, I would like to make a journal entry table where my signers could input their credit and debit amounts in the premade form and the table will calculate the total in each column to be sure it balances. The pricing table is great for a specific customer base, but is not as generic to variety of needs, as this feature would be.
Andra Laca commented
Some of our projects require many line items, which are easier to set up in Excel. It would be great if we could copy-paste data from an excel table into a PD table. Right now we have to type each cell individually, which is not doable, so we end up adding our pricing table as an attachment, but some of our clients do not like that. Also, if the document undergoes redlines, our attachments are lost...causing a huge issue. This is a must-have for our team!!
Michael Truax commented
Copy from a lengthy table in Excel and paste it into a pricing table with the same format.
AdminMary Yamson (Admin, PandaDoc) commented
When copying a content from an excel sheet/file, the formatting is not being inherited when pasted on an EV2 block (Pricing table, table, text block). This currently works in classic editor (ev1)
AdminJoey Patti (Admin, PandaDoc) commented
Provide the ability to paste data or content directly from a table in MS word into a PD table.
Currently the pasting option will paste all the data into the first cell within the table
Yana Martynenko commented
Upload Excel file to the document to pull the info into pricing table.