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14 results found

  1. Option for a Custom Role with no document editing feature to have option to add a Collaborator

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Will Dhanasunthorn commented  · 

    The primary use case for us is that we created a custom role for Sales Reps where we don't want the ability for them to edit the document and also want them to be able to add a Collaborator.

    Will Dhanasunthorn supported this idea  · 

  2. Smart content: rule 'contains' or 'does not contain'

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Will Dhanasunthorn commented  · 

    Our current Use Case is that we have Multiple Values (Multi-Select fields in SFDC) on a field and would like to pull from the Content Library using a CONTAINS Condition.

    Will Dhanasunthorn supported this idea  · 

  3. Smart content based on the products selected / used in the document

    33 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    On roadmap  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for taking the time to leave your request. Currently, this is not available, but the good news is that we have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc when it is live. Stay tuned!

    Will Dhanasunthorn supported this idea  · 

  4. Greater or Less than logic in smart content

    19 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Will Dhanasunthorn supported this idea  · 

  5. Update variables in smart content

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Will Dhanasunthorn supported this idea  · 

  6. Copy Smart content Templates between workspace

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Will Dhanasunthorn supported this idea  · 

  7. Smart Content based on Pricing table values

    31 votes

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    6 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Will Dhanasunthorn supported this idea  · 

  8. smart content: more than one rule

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Will Dhanasunthorn supported this idea  · 

  9. smart content lock

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Will Dhanasunthorn supported this idea  · 

  10. Ability to save smart content/smart content rules (Сontent library for Smart content)

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, 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!

    Will Dhanasunthorn supported this idea  · 

  11. Turn on the approval workflow only if the template has been altered

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  12. Restrict Editing of Smart Content similar to Content Locking

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Will Dhanasunthorn supported this idea  · 

  13. Create another Role like the Manager without the ability to add new users.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Will Dhanasunthorn shared this idea  · 

  14. Export User List in CSV: download users of the PandaDoc account in one file

    33 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Will Dhanasunthorn commented  · 

    Essential for administering user access and usage. Right now we have to reach out to support or CSM to provide a csv. file.

    Will Dhanasunthorn supported this idea  ·