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  1. 193 votes

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    Hi. 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!

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    Currently, several aspects of our docx import capabilities are not compatible with word, thus when clients import their docx files to the editor they lose most if not all formatting and structure.

    AdminMichael Bauza (Admin, PandaDoc) supported this idea  · 
  2. 2 votes

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    AdminMichael Bauza (Admin, PandaDoc) shared this idea  · 
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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

  3. 2 votes

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    AdminMichael Bauza (Admin, PandaDoc) shared this idea  · 
  4. 1 vote

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    AdminMichael Bauza (Admin, PandaDoc) shared this idea  · 
  5. 1 vote

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    AdminMichael Bauza (Admin, PandaDoc) shared this idea  · 
  6. 15 votes

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    AdminMichael Bauza (Admin, PandaDoc) supported this idea  · 
  7. 17 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    Add Localization to QB/Catalog for Product Name so when the document is downloaded as PDF, the localization is saved

    AdminMichael Bauza (Admin, PandaDoc) supported this idea  · 
  8. 1 vote

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    AdminMichael Bauza (Admin, PandaDoc) shared this idea  · 
  9. 1 vote

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    AdminMichael Bauza (Admin, PandaDoc) shared this idea  · 
  10. 7 votes

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    Allow for imported PDFs containing a TOC to work the same as our TOC in the editor, when they click on a section from the TOC it will take them to the corresponding section in the document of the imported PDF.

    AdminMichael Bauza (Admin, PandaDoc) supported this idea  · 
  11. 46 votes

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    Have the ability to hide pages in a document as well as hide a pricing table from other recipients.

  12. 67 votes

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    Customer would love to have the ability to have options in a table or pricing table be able to be marked as required, similar to how fields are required.

  13. 13 votes

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    Have text from dropdown fields be able to be displayed as multiline text.

  14. 6 votes

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    The customer would to have the option to place documents in folder after creating them from a template.

  15. 30 votes

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    The customer would like to have the option to send a reminder to themselves as well as one to the recipient.

  16. 441 votes

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    The customer would like to have the ability to remove decimals and change in the pricing table. Example: instead of $100.00 they want it say $100.

  17. 27 votes

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    AdminMichael Bauza (Admin, PandaDoc) commented  · 

    There is a phrase (Schedule of Federal Financial Assistance) that has been used in the proposal. Now they want me to change that to something else. I wondered if there was a way to search for it (instead of me having to read through the whole proposal).