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  1. Filter the PandaDoc Inbox by "To sign" or "Signed"

    20 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there, 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.

    Have a wonderful day!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

    An error occurred while saving the comment
    Andy Bartley commented  · 

    By not having a button or dashboard that shows what action you need to take or is waiting on you ... Pandadoc remains a knock-off of Docusign

  2. Convert a form to a template

    127 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  3. Format Painter option in PandaDoc

    33 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    Andy Bartley supported this idea  ·