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  1. 5 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Would like ability to change the status of the document to COMPLETED within the Document instead of having the only option to do that from the Home page.

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  2. 2 votes

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  3. 8 votes

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  4. 234 votes

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  5. 42 votes

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  6. 26 votes

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  7. 4 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  8. 234 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Customer StephanieF@thirahealth.com is in great need of ability to have two people assigned to same email address. They have several patient forms they use and this is a common occurrence. They mentioned that this was possible in DocuSign. Highly needed within PandaDoc

    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  9. 19 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    dynamic numbering in the quote that adjusts automatically as line items are rearranged, removed, or added? This would be incredibly helpful.

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  10. 18 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Need these options via OPEN API: be needing endpoints for:
    Creating templates
    Modifying recipients
    Searching contacts by email address
    Rename templates

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  11. 63 votes

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    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  · 
  12. 4 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  13. 72 votes

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  14. 18 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Customer regi.castaneda@govos.com from GovOs--they work exclusively with templates; when corrections need to be made to templates, they VERY much need that change to apply to that same template across all workspaces. Doing the update in every workspace is very time consuming.

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  15. 25 votes

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  16. 18 votes

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  17. 11 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Customer joanna.f@betterearth.solar--large API user needs this report to validate locations so that sales reps are not signing behalf of the customer...very manual process for them at this point

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  18. 69 votes

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    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  · 
  19. 25 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  20. 6 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    My customer at Semios Technologies is using Business Central to generate invoices after deals are completed in HubSpot. This integration would allow for definite expansion with their team.

    AdminLori Nolen (Admin, PandaDoc) supported this idea  ·