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  1. Set "Attach a PDF to email" as default

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    Released  ·  Lindsey Schocke responded

    You can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment. 

    Check the box that says: 

    Attach a PDF of the completed document to email. 

    When a document is completed, recipients will receive an automated email with a PDF copy of the document attached. 

    You can learn more here: 

    https://support.pandadoc.com/hc/en-us/articles/360026361793#:~:text=Enable%20for%20all%20new%20templates%20and%20documents 

    Casey Hamel shared this idea  · 

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

    92 votes

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    16 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    Released  ·  Valeryia Baranava 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!

    Casey Hamel supported this idea  · 
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    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.

    Thank you.
    Casey