Settings and activity

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1. More options for payment gateways

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   198 votes

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   Idea  ·  79 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Guards On Call Security commented  ·  October 18, 2022  ·  Edit…  ·  Delete…

   WaveApp is a free tool for invoicing and has pretty much everything QB has to offer with a friendly UI.

   It would be great if we could use WaveApp on Pandadoc, and import the invoices, contacts, and payments.

   Save Submitting...
   Guards On Call Security supported this idea  ·  October 18, 2022

2. Use excel to fill variables

   14 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Guards On Call Security supported this idea  ·  August 05, 2022

3. Ability to import information from Excel to pricing tables

   16 votes

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   1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Currently, we don't have a direct feature for importing Excel files and 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. However, we do support creating tables from Excel data. 

   Here's a quick guide on how to do it:

   1. Copy Tables: You can copy a table, or part of a table, from Office Suite (Office 365 and desktop versions), Google Workspace, or even HTML.
   2. Paste in PandaDoc: Simply paste (Cmd/Ctrl + V) it into a PandaDoc page. This action will create a new PandaDoc table in your template, document, content library item, or form.
   3. Styling Options: You can restore the original styling of the table by selecting 'Source formatting' in the dropdown menu at the lower right corner of the table in PandaDoc.

   For copying into a pricing table specifically:

   1. Prepare Your Table: Ensure your pricing table in PandaDoc has enough rows and columns to accommodate the data you're copying.
   2. Select and Paste: After copying the table, select the desired cells in your pricing table (they will highlight in green), then paste your data.
      Please note, the original formatting from Excel won't be preserved in the pricing table.

   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!

   Hi. Currently, we don't have a direct feature for importing Excel files and 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. However, we do support creating tables from Excel data. 

   Here's a quick guide on how to do it:

   1. Copy Tables: You can copy a table, or part of a table, from Office Suite (Office 365 and desktop versions), Google Workspace, or even HTML.
   2. Paste in PandaDoc: Simply paste (Cmd/Ctrl + V) it into a PandaDoc page. This action will create a new PandaDoc table in your template, document, content library item, or form.
   3. Styling Options: You can restore the original styling of the table by selecting 'Source formatting' in the dropdown menu at the lower right corner of the table in PandaDoc.

   For copying into a pricing table specifically:

   1. Prepare Your Table: Ensure your… more
   Guards On Call Security supported this idea  ·  August 05, 2022

4. Add DATE to content

   1 vote

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Guards On Call Security shared this idea  ·  August 05, 2022

5. Set expiration date when uploading the document

   18 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Guards On Call Security supported this idea  ·  August 05, 2022

6. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

   50 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

   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!