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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6100 results found

  1. "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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  2. 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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  3. 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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  4. upload csv files with Additional Multiplier values

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. 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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  6. Automatic grid blue lines for content blocks

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. 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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    0 comments  ·  Integrations  ·  Admin →
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  8. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. 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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  10. Send a document to a different approver if the first one did not approve within the estimated period of time

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  11. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Suggest edits email customization: remove summary of redlines in email notification

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  13. Design settings for Borders to be applied to specific text block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. Ability to hide Image and description of a product imported from Catalog into a pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Prevent the system from creating two different catalog products instead of updating the existing one when the SKU number is identical but ty

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    Be able to use smart content and variables to update an existing table vs adding in a new table based or item.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Flatten all variables from a document into editable text that carries over into a converted template

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. Bitly

    a native bitly integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Ability to save content rows to the Content library

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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