← Have an idea? Share it!

Settings and activity

122 results found

  1. Prevent Shared CLI's From Being Copied in Local WS When Triggered with Smart Content

    2 votes
    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  2. Approval workflow based on workspaces

    4 votes
    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Is there any way we can do a system-wide approval process, so any outgoing documents need to be approved by someone?

  3. Populate ClientTitle variable directly from Sugar CRM

    5 votes
    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  4. Smart content: more than one rule

    24 votes
    3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  5. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

    54 votes
    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminValeryia Baranava (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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  6. Pre-sign template (or a Form): Fill in signature on template level

    261 votes
    31 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  7. Add Collaborators on Templates like documents

    46 votes
    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminValeryia Baranava (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!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  8. Copy Smart content Templates between workspace

    31 votes
    3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  9. Sharing multiple content library items across workspaces

    11 votes
    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminValeryia Baranava (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
    AdminLori Nolen (Admin, PandaDoc) commented  · 

    We should be able to grab an entire list of CL items in one workspace and share it with any other workspace(s). Doing it one at a time is a very time consuming.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  10. Use Smart content with shared content library items

    11 votes
    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  11. [Content Library] Bulk download content library items

    23 votes
    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  12. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    9 votes
    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  13. Edit uploaded PDFs

    276 votes
    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  14. Add a hyperlink in a text field

    9 votes
    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  15. Notifications for non-document participants (non senders)

    89 votes
    16 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  16. automations: transfer content blocks to another document

    9 votes
    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  17. optional pricing table

    13 votes
    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  18. Reminder customization: Customize the text in reminder message

    361 votes
    35 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  19. Change the sender

    21 votes
    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    How important is this to you?
    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  20. Conditional logic for variables

    16 votes
    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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
    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Submitted on behalf of my customer: bentley.chang@parkhub.com Customer working in SFDC CPQ. They need a way to have a variable to trigger an approval for when a proposal needs more than 10% discount.

← Previous 1 3 4 5 6 7