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

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  2. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.

    16 votes

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

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

    9 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

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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  ·