12 results found

1. Navigation Workflow Issues After Recent PandaDoc Update

   Hi there,

   I would like to share a detailed review of the most recent PandaDoc updates, specifically regarding navigation between folders while editing documents and catalog items.

   After the latest update, I noticed that whenever I close a document I am editing, the system automatically redirects me back to the main folder of the workspace — instead of returning to the exact folder where that document is stored. This behavior significantly disrupts the workflow. If I am editing a document inside a specific folder, it is because I am working on a sequence of files within that same structure. Being sent back to the main directory forces me to repeatedly navigate through multiple layers of folders just to return to the workspace I was already in. This adds unnecessary steps and slows down the entire process.

   The same issue occurs inside the Catalog. I organize my items by folders and subfolders, and when I finish editing a product, instead of remaining in the same folder to continue working on related items, I am again taken back to the start of the Catalog structure. This interrupts the logic of editing grouped items and makes the update workflow considerably more time-consuming.

   I also noticed that the Content Library is now located inside the Templates section. While we are adapting to this new structure, it is not intuitive for our use case. The Content Library is part of the document-building process, not the template-building process, and having to open Templates → then open the Content Library → then navigate again through all subfolders has added multiple extra steps to a workflow that used to be straightforward. Additionally, the same navigation issue happens there: when closing an item, the system sends us back to the top-level folder instead of keeping us inside the folder we were working in.

   For teams like ours, who work with dozens of documents, products, and content items every week, these changes have had a noticeable impact on productivity. Returning to the previous behavior — where the system keeps the user inside the same folder after closing a document, a catalog item, or a content block — would restore efficiency and eliminate unnecessary navigation time.

   Could you please let me know if this behavior is expected or if there is a planned adjustment to bring back the previous folder logic?
   I would really appreciate your feedback on this so we can understand the next steps.

   Thank you in advance and looking forward to your response.

   Hi there,

   I would like to share a detailed review of the most recent PandaDoc updates, specifically regarding navigation between folders while editing documents and catalog items.

   After the latest update, I noticed that whenever I close a document I am editing, the system automatically redirects me back to the main folder of the workspace — instead of returning to the exact folder where that document is stored. This behavior significantly disrupts the workflow. If I am editing a document inside a specific folder, it is because I am working on a sequence of files within that same structure. Being… more

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   1 comment  ·  Workflows  ·  Delete…  ·  Admin →
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2. CPQ Workflows report for tracking usage

   We would like to track CPQ workflows usage to see how our users are adopting the new process.

   6 votes

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   0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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3. SFDC CPQ Workflows support for Quote object

   Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.

   5 votes

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   0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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4. CPQ Workflow - ability to delete workflows under My Workflow items

   Delete/remove "test" workflows within our environment that are partially complete.

   4 votes

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   0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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5. Billing frequency in Quote Rules - set the number of months in the billing frequency

   The customer needs to - set the number of months in the billing frequency so the contract term is calculated

   3 votes

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   0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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6. HubSpot CPQ workflow branching logic

   HubSpot CPQ workflow branching logic
   cases where want to have two different workflows that are basically the same except one is more restrictive than the other depending on maybe what one of the choices is....if this choice use this workflow or like use this branch. If another choice used this branch, there seems to a like a kind of a node set up in terms of how you connect these things in sequence."

   3 votes

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7. HubSpot CPQ edit workflow (version / versioning)

   Allow for Versioning to edit HubSpot CPQ workflow
   Currently has to copy, rename, update, and republish as the same name as the previous titled workflow for HubSpot to recognize

   3 votes

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8. Reports: Ability to filter all documents

   Have the ability to filter all documents, not just by "Sent", "Created", and "Completed".

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   2 votes

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9. Duplicate steps of the CPQ workflow

   Ability to duplicate one of the steps in the workflow without having to re-write all of the quote rules

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   0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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10. Have the option to to customize the repeat reminder for bulk send. For example, set it to 30 days .

    To have the option to customize the repeat reminder for bulk send. Currently, it can only be set to every 3 days or every week. The customer would like to customize the number of days like for example to be able to set it to 30 days.

    2 votes

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    0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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11. Drop down fields in Quote Rules

    In customer case the fields for unit of measure and the campaign start date / campaign end date are drop-down fields in Hubspot but not in PandaDoc, which requires the Reps to manually type in the data, which could lead to errors and inaccuracy. They need Quote Rules in PandaDoc to have those fields as drop-downs to eliminate manual work and data accuracy.

    2 votes

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    0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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12. Allow Selection Options for Dynamic Product Card Settings

    Pre-Selected you can define Single Item, All Item, or Multi Item.

    For Dynamic, it only allows Multi-item. So even if the user should only be choosing one of the products that matches the criteria, he CAN choose 2 or 3 items, which can ruin the configuration.

    1 vote

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    0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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