Settings and activity

3 results found

1. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

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   31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

2. Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. flag/alert/notification for when a discount is applied in a document

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   1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Katie Russell commented  ·  Jun 27, 2022  ·  Edit…  ·  Delete…

   This feature would help sales managers to know when they need to pay closer attention before approving, especially if the document creator hid the discount column.

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   Katie Russell supported this idea  ·  Jun 27, 2022