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  1. Manually adjust the size of the whole pricing table: Ability to resize pricing table rows

    24 votes

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    6 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  2. 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  ·  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…
    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  3. The ability to make check boxes permanent if they have been checked before sending.

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  4. The ability to darken the text in the pricing table when option item is enabled.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  5. Ability to Change Time Zone for a Signature Certificate

    137 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  6. The ability to have conditional logic with template roles.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  7. Make variables that created on one template accessible on another template: pass variables

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  8. Save custom tokens/variables

    31 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  9. The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  10. The ability to resend a declined document without having to edit and put into draft status.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  11. Move documents across workspaces and keep the statuses

    206 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  12. add $ symbol when tokens are pulled in from Hubspot

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  13. Export documents as CSV file

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented  · 

    The ability to be able to download a document as a CSV instead of a PDF or docx file.

  14. preview recipient email view

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) supported this idea  · 

  15. The ability to use discount from the total section of the pricing table to calculate tax after discount is subtracted.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  16. The ability to turn off the pop-up asking to save the document as template

    7 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  17. The ability to combine folders in the catalog into one folder.

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  18. The ability to turn off the email that is sent out for confirmation after a payment is made via PayPal.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  19. The ability to automatically have a document sent once a payment is made in Stripe.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 

  20. Ability to change the red color of the 'Signer' next to the recipient email in the recipient list.

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea  · 
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