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27 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

    18 votes

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

  3. 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  · 

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

    5 votes

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

  5. 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  · 

  6. Ability for Approvers to Edit During the Document Approval Workflow Process

    79 votes

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

  7. Document download approval

    4 votes

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

  8. Document approval defaults for all documents

    8 votes

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

  9. 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  · 

  10. Same day reminder

    12 votes

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    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  · 

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

    152 votes

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

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

    3 votes

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

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

    3 votes

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

  14. Protect Confidential Documents / Move Documents to New Workspace

    3 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  · 

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

    3 votes

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    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  · 

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

    27 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Stephanie Lind supported this idea  · 

  17. Search cross workspaces for documents

    27 votes

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

  18. Edit Approval Workflow without editing doc

    26 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  · 

  19. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    190 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Stephanie Lind supported this idea  · 

  20. Having separate repository and folders within Image Library

    194 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  Molly Abrams 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  · 
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