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29 results found

  1. View two pages at a time side-by-side

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Stephanie Lind shared this idea  · 

  2. Add Image Library to banner side/enable full access to edit Image Library

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Stephanie Lind supported this idea  · 

  3. [HubSpot CRM] Searchable and selectable tokens on the PandaDoc side

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Stephanie Lind supported this idea  · 

  4. Option to add pages side by side (not underneath)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Stephanie Lind supported this idea  · 

  5. Add Approval Workflow to Document In Draft Form (currently, can only do in a template)

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Stephanie Lind shared this idea  · 

  6. Multi-stage Approval Workflow for Approver Group

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Stephanie Lind supported this idea  · 

  7. Ability to Edit During the Document Approval Workflow Process

    70 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    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!

    Stephanie Lind supported this idea  · 

  8. Document download approval

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Stephanie Lind supported this idea  · 

  9. Document approval defaults for all documents

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Stephanie Lind supported this idea  · 

  10. Inherit approval settings of Approved document into a template converted from it

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Stephanie Lind supported this idea  · 

  11. Same day reminder

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Stephanie Lind commented  · 

    I really need a reminder setting for the Approval Flow. I had four documents out for approval. My CEO approved two. I really need the other two approved ASAP. Sending an email reminder or providing the link to her makes it much faster, especially if she only has her cell phone with her.

    Stephanie Lind supported this idea  · 

  12. "awaiting your signature" in dashboard

    12 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Stephanie Lind commented  · 

    I want this for the customer but also for me - our Contract Admin uploads everything that comes from other people in the organization and I am the sole signatory. All I see if "viewed" - I cannot tell if the client has executed the document.

    Stephanie Lind supported this idea  · 

  13. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    145 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Stephanie Lind supported this idea  · 

  14. optional item - automatically populate the price and hide when not chosen

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Stephanie Lind supported this idea  · 

  15. Ability to not use a pricing table or a quote builder when adding a document value.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Stephanie Lind supported this idea  · 

  16. Protect Confidential Documents / Move Documents to New Workspace

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Stephanie Lind shared this idea  · 

  17. The ability to assign folders in the documents tab to members of the workspace

    3 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Stephanie Lind commented  · 

    Additionally, would be great to make some folders private.

    Stephanie Lind supported this idea  · 

  18. [Workspaces] Sync or copy contacts from one workspace to another

    23 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Stephanie Lind supported this idea  · 

  19. Search cross workspaces for documents

    23 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Stephanie Lind supported this idea  · 

  20. Edit Approval Workflow without editing doc

    22 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Stephanie Lind commented  · 

    Good gravy - please add this! I cannot tell you the number of times I move from Template to Document and forget to add the workflow and once it is in document form, I can't add an approval workflow without changing it back to a Template. It's such a pain.

    Stephanie Lind supported this idea  · 
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