Settings and activity

29 results found

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

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Stephanie Lind shared this idea  ·  May 10, 2024

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

   17 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Stephanie Lind supported this idea  ·  May 10, 2024

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  ·  Delete…  ·  Admin →
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   Early Access  ·  Victoria Solovey responded

   Hi,

   Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to victoria.solovey@pandadoc.com

   Stephanie Lind supported this idea  ·  May 10, 2024

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

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Stephanie Lind supported this idea  ·  May 10, 2024

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  ·  Delete…  ·  Admin →
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   Stephanie Lind shared this idea  ·  Sep 20, 2023

6. Multi-stage Approval Workflow for Approver Group

   7 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Stephanie Lind supported this idea  ·  Sep 20, 2023

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

   76 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Stephanie Lind supported this idea  ·  Sep 20, 2023

8. Document download approval

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Stephanie Lind supported this idea  ·  Sep 20, 2023

9. Document approval defaults for all documents

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Stephanie Lind supported this idea  ·  Sep 20, 2023

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

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Stephanie Lind supported this idea  ·  Aug 17, 2023

11. Same day reminder

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Stephanie Lind commented  ·  Aug 7, 2023  ·  Edit…  ·  Delete…

    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.

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    Stephanie Lind supported this idea  ·  Aug 7, 2023

12. "awaiting your signature" in dashboard

    15 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Stephanie Lind commented  ·  Jul 26, 2023  ·  Edit…  ·  Delete…

    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.

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    Stephanie Lind supported this idea  ·  Jul 26, 2023

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

    150 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    Stephanie Lind supported this idea  ·  Jul 20, 2023

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

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Stephanie Lind supported this idea  ·  Jul 20, 2023

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

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Stephanie Lind supported this idea  ·  Jul 20, 2023

16. Protect Confidential Documents / Move Documents to New Workspace

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Stephanie Lind shared this idea  ·  Jul 20, 2023

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

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Stephanie Lind commented  ·  Jul 20, 2023  ·  Edit…  ·  Delete…

    Additionally, would be great to make some folders private.

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    Stephanie Lind supported this idea  ·  Jul 20, 2023

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  ·  Delete…  ·  Admin →
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    Stephanie Lind supported this idea  ·  Jul 20, 2023

19. Search cross workspaces for documents

    25 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Stephanie Lind supported this idea  ·  Jul 20, 2023

20. Edit Approval Workflow without editing doc

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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    Stephanie Lind commented  ·  Jul 20, 2023  ·  Edit…  ·  Delete…

    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.

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    Stephanie Lind supported this idea  ·  Jul 20, 2023