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  1. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!

    Charmyn Marchan supported this idea  · 

  2. Change Document Status Within the Document

    63 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Not planned  ·  AdminMolly Abrams (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!

    An error occurred while saving the comment
    Charmyn Marchan commented  · 

    Add change status option in Document Status Tile view

  3. More filters for documents

    14 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Charmyn Marchan commented  · 

    Filter documents according to type such as proposals, invoices etc. Create a customize way of filtering documents.

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