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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7354 results found

  1. [Reporting] Export in CSV file draft documents, include Draft document into the reporting

    export in CSV file draft documents

    https://pandadoc.zendesk.com/agent/tickets/389940

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. pull content library items

    provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section? 

    "content_placeholders": [
    {
        "uuid": "",
        "block_id": "Content Placehoder 1",
        "description": ""
    },

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "block    id": "Content Placehoder 1",
    "description": ""
    }
    ],

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Lock down restrict editing of the Document Title

    Ability to lock down or restrict editing on Document Title

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. flag/alert/notification for when a discount is applied in a document

    flag/alert/notification for when a discount is applied in a document
    ex. salesperson is approving documents without reviewing the discounts applied.

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Change color of check mark on pricing table

    Be able to change the color that the check mark on a pricing table is when downloaded. Currently, it downloaded grayed out, which is difficult to see when printed.

    3 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Display revenue on completed documents in Reporting.

    Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  7. 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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  8. Pass custom fields from Hubspot via product mapping

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  9. When a document is complete (wet signature) would like to upload multiple docs when changing the status

    When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Custom Role Permission: Accepting/Rejecting redlines

    Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  11. Forwarding two signatures to different signatories

    An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Be able to insert a catalog item into a specific column

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Search for page numbers in page reordering menu

    Search for page numbers in page reordering menu

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  14. Finish Button on Documents with No Fields

    Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    3 votes

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  15. Add Fee to the Subtotal while not changing the Tax or Discount

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. If value is greater than * then, if less then * then

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. disable PandaDoc module in Hubspot object

    ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. FreshDesk

    integration with FreshDesk

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. variables for ordinary tables (dynamic tables)

    Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. The ability to disable editing fields for recipients if the field has been pre-populated.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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