Settings and activity

74 results found

1. Duplicate workspaces

   12 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  ·  Apr 21, 2021

2. Master settings: edit multiple Workspaces at once

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 21, 2021

3. Better toggling between workspaces

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 21, 2021

4. [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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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 21, 2021

5. Add functionality/fields to User Profile

   2 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 20, 2021

6. Combine/Merge Templates & Documents

   98 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 19, 2021

7. Flatten PDFs before the upload

   18 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 16, 2021

8. Mass-import of the existing Docusign documents into the PandaDoc document library

   3 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 16, 2021

9. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

   7 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 13, 2021

10. Having separate repository and folders within Image Library

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    194 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  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!

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 8, 2021

11. Schedule Sending documents

    275 votes

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

    We wanted to share an update regarding the 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.

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Apr 7, 2021

12. Template Privileges

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  ·  Apr 7, 2021

13. Admin License

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:

    Custom roles

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) shared this idea  ·  Apr 2, 2021

14. Different Header/Footers for Each Page

    146 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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.

    AdminMarissa McGuirk (Customer Success Associate, PandaDoc) supported this idea  ·  Mar 18, 2021