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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

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

    92 votes

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    16 comments  ·  Admin →
    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. A3 and Legal Page Size

    American legal size paper - 8.5 x 14 inches
    A3 page size

    92 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Great news! We've launched new page sizes for US Legal and A3. Want to update the page size within your document? Follow the steps below:


    1. Open the document editor
    2. Click "...." in the top right corner of the page which size you want to change
    3. Choose "Page properties" in the dropdown
    4. In the right menu find "LAYOUT" section and click on it
    5. Choose "Page size"


    The page size changes only for the page you select, so if you would like to change the page sizes for all pages - the steps above should be repeated. If you upload a file, the page size will be detected automatically. 

  3. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    91 votes

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    12 comments  ·  Automations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.

    Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.

    This automation is available for Business and Enterprise plans.

    Learn how to setup this automation here.

  4. Assign all/several fields to one role/recipient at once in a template [Workaround in comments]

    when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    87 votes

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    11 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!

    Learn more about this functionality here.

    You can also assign all fields at once on the document level before you send the document.

    • If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
    • If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.


  5. Ability to reorder variables in variables List

    86 votes

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    Released  ·  13 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Approvals are set up on a document level

    I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    85 votes

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    Released  ·  13 comments  ·  Admin →

  7. Cost and margin EV2 (Profit and margin calculation)

    83 votes

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    9 comments  ·  Admin →

  8. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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    10 comments  ·  Integrations  ·  Admin →

  9. Page numbers in table of contents

    75 votes

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    Released  ·  3 comments  ·  Content Editing & Design  ·  Admin →

  10. Split or staggered payment collection

    (between two payment systems as well)

    70 votes

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    8 comments  ·  Integrations  ·  Admin →

  11. 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  ·  Admin →

  12. Customisation on Table of Contents

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

    67 votes

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    Released  ·  5 comments  ·  Admin →

  13. Mobile app create and send docs EV2

    66 votes

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    Released  ·  4 comments  ·  Mobile  ·  Admin →

  14. 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 →

  15. Fields sync back to Salesforce

    The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    62 votes

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    8 comments  ·  Integrations  ·  Admin →

  16. Recurring monthly payments in Pricing table: set recurring payments in payment gateways

    Implement recurring type of payments in a pricing table

    59 votes

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    Released  ·  12 comments  ·  Admin →

  17. 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 →

  18. Set a character limit in text fields

    Set a character limit in text boxes (fields).

    58 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →

  19. Link2CRM for non-draft status documents

    Ability to link non-draft documents to CRM records.

    56 votes

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    12 comments  ·  Integrations  ·  Admin →
    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


  20. 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  ·  Admin →
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