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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7365 results found

  1. ability to add two or more tokens to one merge field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  2. Replace unfilled variables with blanks when creating docs via Zapier

    If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    25 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. a separate Send action in Zapier

    a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Option to hide token/items from the template/document from specific recipients

    Option to hide token/items from the template/document from specific recipients

    • will allow the user to hide tokens
    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. Add a possibility to presave approval groups

    Would be great to have a possibility to save a approval group for a more convenient process.

    9 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Create Logic in Variable choices in a document based on products

    I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Smart content and custom fields and conditions

    Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. Automatically link Salesforce Opportunity ID back to the PandaDoc

    We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    5 votes

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    0 comments  ·  API  ·  Admin →
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  11. Bundling Documents, not only templates

    Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    13 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  12. Limit Manual Status Change Function

    Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. automatically add a VAT in the catalog

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Disable a PDF copy for the signed form

    Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Send a document to a different approver if the first one did not approve within the estimated period of time

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Dolibarr

    We would like to have Dolibarr Integration with PandaDoc.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. PandaDoc mobile app and Monday CRM mobile app integration.

    PandaDoc mobile app and Monday CRM mobile app integration.

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. ability to lock the permission to change description to the products for users in catalog

    ability to lock the permission to change description to the products for users in catalog

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Pass custom fields from Hubspot via product mapping

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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