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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6117 results found

  1. upload csv files with Additional Multiplier values

    1 vote

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

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. 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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  5. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. 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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  7. 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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  8. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. 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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  10. 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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  11. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. 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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  16. Bitly

    a native bitly integration

    1 vote

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

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Lock bundled documents so they can't be edited or deleted.

    The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Updated Dashboard (Home) for mobile app

    Option to have Home in mobile app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  20. Add 'Generated by user' section in the content library tab on a document

    Add 'Generated by user' section in the right-handed content library tab on a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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