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50 results found

  1. Ability to change the date format for variables

    416 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

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    Alvin Jorge PandaDoc commented  · 

    full Month date name format

  2. Excel as an attachment

    3 votes

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    Released  ·  1 comment  ·  Ideas to Improve PandaDoc  ·  Admin →
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    Alvin Jorge PandaDoc commented  · 

    ability to add spreadsheet in the document

  3. Combine/Merge Templates & Documents

    99 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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    Alvin Jorge PandaDoc commented  · 

    Add whole document into another document instead of per pages

  4. Document background image

    56 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Alvin Jorge PandaDoc commented  · 

    change background color of the grey area. background outside of the document

  5. Enable validation of field values

    24 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Alvin Jorge PandaDoc commented  · 

    set what type of values can be set on fields. Example, customer only wants Fields to be numeric

  6. Import contacts using CSV file

    29 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Alvin Jorge PandaDoc commented  · 

    Ability to upload contacts via CSV, without needing a Zapier integration.

  7. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]

    26 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Alvin Jorge PandaDoc commented  · 

    import fields from one template (uploaded pdf) to another. Like a content block that you can save in Content library. Ability to import the field to another template

  8. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    355 votes

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    49 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Alvin Jorge PandaDoc commented  · 

    auto-numbering of Heading continues after page break

  9. Export Field Data into CSV or Excel file

    152 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

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    Alvin Jorge PandaDoc commented  · 

    track down which fields have been filled out by the recipient.

  10. Master Theme change

    33 votes

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    Released  ·  4 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
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    Alvin Jorge PandaDoc commented  · 

    universal settings to set default font size and style for all documents/templates

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