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9 results found

  1. Switch Workspaces in Salesforce

    30 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Andrea Hektner supported this idea  · 

  2. Ability to Edit During the Document Approval Workflow Process

    62 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding the ability to edit a document during the approval workflow. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
    We appreciate your understanding.

    Andrea Hektner supported this idea  · 

  3. Merge vertical cells in a table

    46 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  4. Save all shared templates to different workspace in bulk

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Andrea Hektner shared this idea  · 

  5. Pricing Table calculations: Excel Formulas.

    638 votes

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    60 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Andrea Hektner supported this idea  · 

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

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  7. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    67 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Andrea Hektner supported this idea  · 

  8. linking text blocks with conditional logic

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  9. Ability to lock recipient configuration

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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