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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6449 results found

  1. 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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  2. "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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  3. 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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  4. 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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  5. upload csv files with Additional Multiplier values

    1 vote

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

    1 vote

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

    Native integration with Oracle CPQ

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. 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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  11. 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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  12. rejection metric

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 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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  17. attach HubSpot attachment to PandaDoc document before sending

    1 vote

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

    1 vote

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  19. 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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  20. 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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