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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7443 results found

  1. Support uploading vector graphic such as logos in eps format.

    3 votes

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  2. 3 votes

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  3. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  4. resize textfield to make smaller in ev2

    3 votes

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  5. 3 votes

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  6. 3 votes

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  7. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  8. 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

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  9. 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

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  10. Ability to configure whether fields added in the embedded editor are required by default (or have an option to toggle this behavior).

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. 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

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    0 comments  ·  API  ·  Admin →
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  12. 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

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    1 comment  ·  Integrations  ·  Admin →
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  13. Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.

    2 votes

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  14. Provide more granular options for custom role permissions. For example, allow users to access only specific documents and templates, rather than all content. This would give teams better control over who can view or edit certain resources.

    2 votes

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  15. Set the custom field text to automatically fit around it

    2 votes

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  16. Redirect to work with the downloaded file

    2 votes

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  17. 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

    2 votes

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  18. 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

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  19. 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

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  20. Have the ability to pass Monday.com products to the PandaDoc catalog automatically.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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