Settings and activity
349 results found
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37 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea ·
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7 votes
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19 votes
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2 votes
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10 votes
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12 votes
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82 votes
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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6 votes
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8 votes
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9 votes
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4 votes
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9 votes
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49 votes
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16 votes
An error occurred while saving the comment -
30 votes
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11 votes
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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12 votes
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7 votes
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8 votes
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39 votes
An error occurred while saving the comment hubspot change object a document was created from
Users are creating in the incorrect object and then starting over in another object.
It would help if a user can detach the document from the company or contact and attach it to the deal
If a folder is "shared with me", I'd like the ability to copy the entire folder and chose the location to save the copied folder into within that workspace.
Alternate choice: copy multiple files at the same time and designate the location for those multiple files in one selection.
ex. marketing builds collateral for a new product and there's several CLIs, I'd have to copy the item (one at a time), when copied -> it appears in the general CLI folder, and then I'd have to move it to my folder.
That workflow is per CLI and as there's numerous CLIs that marketing shares with us, it's a HUGE loss of time. Most others would not attempt to leverage the collateral as it's more work than their daily workflow which is a loss of pushing new product collateral.
The workflow is clunky.
Ideal: duplicate folder and choose which location to add the copied folder (quick/easy AND keep engagement to support product/marketing)