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10 results found

  1. Webhook History: Add Document UUID Column

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    nlovelace shared this idea  · 

  2. Smart Content option for numerical value as variable that is greater than 0

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  3. Greater or Less than logic in smart content

    23 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    nlovelace commented  · 

    Critical item. Why was this feature not included when Conditional Content was released?!?

    nlovelace supported this idea  · 

  4. Disallow Recipients To Delete Attachments

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    nlovelace shared this idea  · 

  5. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    72 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    nlovelace supported this idea  · 
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    nlovelace commented  · 

    Folder permissions are needed. Currently, only the creator of the folder can see or do anything within it, unless the user is an Administrator.

    We've attempted creating folders and content within it via API, BUT, my users weren't able to see their own documents. HUGE setback for us.

  6. Create folders via API

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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  7. Set Document Value thru API

    18 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    nlovelace shared this idea  · 

  8. Downloading attachments along with the document they are attached to

    213 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    nlovelace commented  · 

    This is a much needed improvement. We collect important documents like certificates of insurance, W9's etc. with our contracts. It kills productivity to have to go into the platform to be able to view it - even more difficult for our users that don't have a PandaDoc license.

    It also makes us look unprofessional when we have to tell our clients that "yes there is modified language **attached** to the contract, you just don't get a copy of it included in the final document due to a limitation of the platform that we use. Let me spend more of my time assembling a PDF for you."

    All of that goes over like a **** in a punch bowl. ;-)

    nlovelace supported this idea  · 

  9. Display uploaded files in PDF

    14 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    nlovelace supported this idea  · 

  10. ability to access uploaded file by the signer in a completed document

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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