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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5374 results found

  1. Remove access to the 'renewal' functionality on a template for certain users.

    Remove access to the 'renewal' functionality on a template for certain users.

    Example: We have a PandaDoc integration in Salesforce. When sales reps configure and send out a template, there is an option under Settings to update the renewal logic of a template. I would like to remove users' ability to influence renewal logic.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. to restrict how a field is edited –($2,000 for instance) and allow for this figure to only be increased and never discounted

    to restrict how a field is edited – In this instance, we have a minimum fee ($2,000 for instance). To allow for this figure to only be increased and never discounted.
    A rep will be able to alter the $2,000 figure to $2,500 but not $1,900 (as an example).

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Quote builder: ability to restrict adding certain products to certain templates

    Quote builder: ability to restrict adding certain products to certain templates

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Email validation API call

    Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Specific order for the products in the Pricing table by creating a filter

    1 vote

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  6. [HubSpot] Pull the line items into the pricing table in the specific order

    1 vote

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  7. Unlink a document sent from Hubspot from an object ID

    1 vote

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  8. Ability to open the same product in catalog via clicking on it in pricing table.

    Ability to open the same product in catalog via clicking on it in pricing table.

    1 vote

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  9. Choose document folder via Integromat

    Option to choose a document folder when create a document via Integromat

    1 vote

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  10. Mutually exclusive pricing options: radio buttons within a pricing table

    1 vote

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  11. Ability to adjust the spacing between text paragraphs, in a table, before the first line of the text in particular

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. "Password Reset" option in PandaDoc setting to be hidden for read-only members

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Draft Status Option for Automation

    Moving draft documents to a selected PandaDoc folder

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. add the day of the week as part of the date format

    add the day of the week as part of the date format for documents

    E.g. Tuesday, October 11, 2022

    https://pandadoc.zendesk.com/agent/tickets/432010

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. upload csv files with Additional Multiplier values

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Several API keys for a single workspace

    The ability to generate a few or more API keys for a single workspace.

    1 vote

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  17. Automatic grid blue lines for content blocks

    1 vote

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  18. Google Sheets: follow custom page breaks

    In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.

    1 vote

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  19. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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  20. Smart content and custom fields and conditions

    Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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