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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6183 results found

  1. 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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  2. 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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  3. Mutually exclusive pricing options: radio buttons within a pricing table

    1 vote

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  4. 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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  5. 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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  6. "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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  7. 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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  8. 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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  9. upload csv files with Additional Multiplier values

    1 vote

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

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. 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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  13. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. 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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  15. 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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  16. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. From variable list, see a list of occurrences and click to go to a specific occurrence in the document

    Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. 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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  19. 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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  20. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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