Settings and activity

  1. 57 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. 92 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Molly Abrams supported this idea  · 
  3. 8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Molly Abrams commented  · 

    As we were building a template yesterday with the sales team, we realized that there were many sections where we wanted to give guidance to users on what they can do with a particular section. It would be great if the template had a place to drop comments to give instructions on users when they are building out the document. Once the document is sent, those comments would obviously disappear, as they are internal and not meant for the end user.

  4. 12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Molly Abrams commented  · 

    For the manual complete, just give an option in the three dots drop down list, for changing the status from (draft, sent, viewed) to completed when the document is opened. Same as what version 1 had.
    This one you have to go to the full ‘created by me list’ (line by line) and use the three dots to get the ‘change status’ line, but some documents that get approved are older and way down on the list. Typically when a client calls to approve, we open zoho to create the job, so I click on the sent panda doc to complete (as its quicker than searching the panda doc list)
    If you open the panda doc from within zoho, (so you have the full document open that was sent) there is no manual complete. So this open page also needs the ‘change status’ option as well.

    Molly Abrams shared this idea  · 
  6. 23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Molly Abrams commented  · 

    should be able to add a picture into the text box (like 1.0 has) with the writing (sometimes a small reference pic is a nice touch but don’t need a half page block for it.)

  7. 41 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Molly Abrams supported this idea  · 
  8. 36 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Molly Abrams supported this idea  · 
  9. 11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Molly Abrams supported this idea  · 
  10. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Molly Abrams commented  · 

    From Customer - What I am requesting is to have a parameter where we can stop a role from deleting a COMPLETED document, which is not available currently in Pandadoc.The only related parameter that  is available is : “Can delete other's documents”, which doesn’t not answer to our requirement.So even if I created a customized role the parameter is not available.

    Therefore I am suggesting, to either add the parameter, or better if a user deletes any document (whether completed or sent or drafted) to send it to a recycle Bin Folder , where the access to that folder can be parametric, and only specific roles can delete documents in that folder.