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6 results found

  1. Automatically link Salesforce Opportunity ID back to the PandaDoc

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    Sharon Connell supported this idea  · 

  2. Disable default roles from the workspace admin page

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Sharon Connell commented  · 

    I was surprised this was not a feature.

    Sharon Connell supported this idea  · 

  3. Report to view documents collaborators are on

    8 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sharon Connell commented  · 

    This is an important feature for my BU but I know it is critical for others in my wider organization.

    Sharon Connell supported this idea  · 

  4. Having separate repository and folders within Image Library

    188 votes

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    17 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!

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    Sharon Connell commented  · 

    The current image library is unwieldy.

  5. Auto-update table of content before the document gets sent out

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Sharon Connell supported this idea  · 
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    Sharon Connell commented  · 

    Auto refresh the Table of Contents or an error message when TOC is not in sync with the document. It is super annoying to send a doc for approval and then remember to update the TOC.

  6. Ability to turn off specific notification emails sent to recipients.

    118 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Sharon Connell supported this idea  ·