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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. Automatic grid blue lines for content blocks

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  2. 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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  3. Oracle CPQ

    Native integration with Oracle CPQ

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. 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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  5. 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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  6. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. 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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  8. 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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  9. Make the checkboxes in a pricing table larger.

    I was wondering if there is a way to make the checkboxes in a pricing table larger. Right now they are difficult to check on mobile devices.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  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. Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template details" request.

    Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Bitly

    a native bitly integration

    1 vote

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  18. Ability to save content rows to the Content library

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. 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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  20. LaborEdge

    LaborEdge is a software for healthcare companies that brings hospitals, staffing agencies and healthcare workers together. It already has an integration with Docusign, Hubspot. However not available with PandaDoc even via Zapier or Integromat.

    1 vote

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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