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7 results found

  1. 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!

    Marina Romanovich supported this idea  · 

  2. SharePoint integration

    32 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

    Sharepoint Integration.

    Marina Romanovich supported this idea  · 

  3. The option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Marina Romanovich supported this idea  · 

  4. Sync payment app total with the total in pricing table (EV2)

    122 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    An error occurred while saving the comment
    Marina Romanovich commented  · 

    connect total value of the document to the payment value

  5. Images in pricing table in Ev2

    121 votes

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    3 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    An error occurred while saving the comment
    Marina Romanovich commented  · 

    support pictures in the product description in ev2

  6. Pass files from SalesForce files to PandaDoc

    12 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    An error occurred while saving the comment
    Marina Romanovich commented  · 

    pass files to PandaDoc window from the Opportunity files section like in Conga

    Marina Romanovich shared this idea  · 

  7. Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)

    559 votes

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    62 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.

    Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.

    To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.

    For more information, please visit our Help Center.

    If you have any feedback or suggestions…

    An error occurred while saving the comment
    Marina Romanovich commented  · 

    the info that the client fills in into the fields on the first page to be populated into the tokens on the rest of the pages in the contract aka associate the field value with thу tokens and update the tokens in real-time based on the value in these fields