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  1. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    53 votes

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    Beta  ·  9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  2. Adding tag qualifies as document modification

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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  3. Approvals are set up on a document level

    56 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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  4. Sorting of Tags

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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  5. Status-tag search for Documents

    19 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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  6. Edit the Completed document with saving the signature

    85 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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  7. Change Document Status in the Document Itself

    41 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →

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  8. Adding a note with document ownership transfer

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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  9. [Reporting] Reporting based on document tags

    11 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →

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  10. Delete/remove/edit tags from the Documents/Templates/Content library tabs

    49 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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  11. Change Document Location Inside the Document

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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  12. Actions with catalog items (duplicate, rename, tags)

    23 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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  13. EV2. Delete multiple pages at once

    17 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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  14. Preview bulk send before sending

    15 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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  15. Bulk Send: Retract a bulk send batch with errors easily

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →

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  16. Delete pages from the App

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

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  17. Bulk export and bulk delete documents from a particular template

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 

  18. Switch Workspaces in Salesforce

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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  19. [Bulk actions] Ability multiselect for blocks and fields

    187 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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  20. Ability to move through (tab) all fields - Required and Optional Fields

    23 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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