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  1. add collaborator to a batch of document or all new documents at once

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  2. Ability to share Product catalog with contacts without a PandaDoc account

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Erin Hurley-Brown commented  · 

    This is critical for groups who want to have a single source of truth for their price list. Closing down the Product Catalog to only those who write sales contracts forces all teams who use PandaDoc to maintain a current price list in two places, which causes massive duplication of effort and inaccuracies in quotes. Please consider this important update!

    Erin Hurley-Brown supported this idea  · 

  3. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Erin Hurley-Brown supported this idea  · 

  4. Create a report/track data about Pricing table items and show Line Item statistics with data export

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Erin Hurley-Brown commented  · 

    I am the person who originally submitted this idea. Specifically, I want the ability to indicate an item of interest (let's call it "Item A") in my PandaDoc catalog and generate a report showing how many times I *sold* this item (ie document status = "Completed" AND document includes Item A), along with the quantity sold, for a date range of interest. This will greatly help any Sales team using PandaDoc track exactly what they sold in the case that Panda doesn't already integrate with their accounting/CRM software. Thanks for your consideration!

    Erin Hurley-Brown supported this idea  ·