7429 results found
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3 votes
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3 votes
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 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 -
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 -
Make SMS Verification required before sending document
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 -
Enhanced Permissions for Custom Roles
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 -
Set the custom field text to automatically fit around it
Set the custom field text to automatically fit around it
2 votes -
redirect to work with the downloaded file
Redirect to work with the downloaded file
2 votes -
Ability to add an entire section like I do for content library items
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 -
TOC: 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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Ability to include CRM variables into reports
Ability to include CRM variables as column options into reports
2 votes -
Checkbox field: Design and color options to make it more visible
Option to change checkbox colors from default gray to more vibrant, visible colors for better visibility and user experience.
2 votes -
Ability to merge Picture with the Text
Ability to merge a Picture with the Text
2 votes -
Ability to drag and drop content from one document to another when trying to do a bulk sending
Ability to drag and drop content from one document to another when trying to do a bulk sending
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
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