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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6071 results found

  1. automatically log in

    if I go to pandadoc.com, and I was recently logged on, it should just take me to the dashboard. When it doesn't, I think that it's because my session expired, but when I click log-in it takes me to the dashboard without putting in my credentials.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Enable page numbers upon PDF output to start on a specified page (other than the 'actual' first page)

    e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Specific order for the products in the Pricing table by creating a filter

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. [HubSpot] Pull the line items into the pricing table in the specific order

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Unlink a document sent from Hubspot from an object ID

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. 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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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom

    It is possible to select all the products only if you scroll down till the end

    https://pandadoc.zendesk.com/agent/tickets/435119

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. Choose document folder via Integromat

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Mutually exclusive pricing options: radio buttons within a pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. 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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  11. Make an option to place a field inside another one

    Make an option to place a field inside another one

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  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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    0 comments  ·  API  ·  Admin →
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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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