7629 results found
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Too many clicks to content center & going backwards to a content center folder doesn't work anymore
The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.
So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN…
2 votes -
True alphabetical order that will be applied both to folders and documents.
If the sort order is set to alphabetical and a file is called "abstract" and a folder is called "business tools" and then a file is called "Clearance".. currently I'll get the folder with the letter "b" (business) first in the list even though a file clearly should be first since it starts with an "a" (abstract). This should not be. It should list them in true alphabetical order. Perhaps some people like the folder vs. true sort order method, but then give a toggle to turn it on and off
2 votes -
Option to Set Fields as “Required by Default” in the Embedded Editor
Ability to configure whether fields added in the embedded editor are required by default (or have an option to toggle this behavior).
2 votes -
Home: document overview option
We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!
2 votes -
API: leave the smart content block in place, and a user can select content from the pre-selected items after the document is generated, befo
You cannot currently create a document via the API and leave the smart content block in a “pending selection” mode (i.e., so the user can later choose from the pre-selected content in the UI) in the exact same way as you can in the Editor. When using the API, you must specify which content library item(s) to insert into each smart content block at the time of document creation, or make the block optional (which means it can be empty in the generated document). The API does not support leaving the smart content block in the same “interactive, user-selectable” state…
2 votes -
native ZIP procurement integration
Natively integrate with Zip procurement tool to compete with DocuSign's native integration supported via Zip.
Function: Automates the purchase order process by integrating with PandaDoc for e-signatures after internal approvals are collected.
Workflow: A purchase request is initiated in Zip, routed through necessary teams, and then sent to PandaDoc for the final signature process.
Allow users to send zipForm documents directly to PandaDoc Rooms for signing and completion.
2 votes -
Ability to enforce workflows by removing the “Create Document” button in PandaDoc CPQ - HubSpot
Currently, when using PandaDoc CPQ within HubSpot, the workflow feature allows users to create a document automatically as part of a defined workflow. However, there is also a separate “Create Document” button that allows team members to bypass the workflow entirely. Add an option to disable/remove or hide the “Create Document” button, so that all document creation must go through the designated workflow.
2 votes -
Add a content library item as section to the pricing table.
I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items. I need it to be in the same table.
2 votes -
TOC: Keep headings auto-numbering
Client: we want to have TOC to have numbers in front to be reused based on their numbering as paragraph, not pages on the right. We can’t use Auto numbering, because then we can’t have continuation with inner paragraphs like 2.1 2.2 2.3 etc.
2 votes -
Pass Discount in % from MS Dynamics
At this point, we can pass discount/tax in flat value only from MS Dynamics. Would be great to have an option to pass it in % (if template is set to %).
2 votes -
Catalog: Automatically update Catalog based on information in Monday.com
Have the ability to pass Monday.com products to the PandaDoc catalog automatically.
2 votes -
API Endpoint to Launch CPQ Workflow.
Would like an API end point to launch a CPQ workflow from Salesforce.
2 votes -
2 votes
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API: Enable dynamic mapping of flexible payloads to tables without predefined structures
The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.
2 votes -
Ability to include CRM variables into reports
Ability to include CRM variables as column options into reports
2 votes -
Zoho 2 Way Sync: update variables from Zoho CRM
Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.
2 votes -
Document bundle: Ability to drag and drop content from one document to another in the bundle
Ability to drag and drop content from one document to another when having document bundle
2 votes -
Ability to select the placement of the logo on the completed document notification.
The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?
2 votes -
2 votes
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Be able to export document metadata to PDF
It is possible to add document metadata via API. Some metadata is also added when a document is created via an integration. This metadata is not included in the exported PDF. The feature request is to be able to include this metadata in the exported PDF.
2 votes
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