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  1. 34 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  2. 14 votes

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  3. 12 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  4. 18 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  5. 30 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  6. 5 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  7. 9 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  8. 52 votes

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    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!

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    One template that can work with multiple currencies depending what currency is being used on the Salesforce opportunity. The currency used on the opportunity would automatically be pulled into the PandaDoc template.

  9. 49 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:

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

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Ability to send up to 20 documents in a bundle instead of the current 10 docs.

  10. 9 votes

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    Hi,

    Good news: With the latest Admin Panel update, it's now possible to delete a user from all workspaces at once. This update is being gradually rolled out. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.

    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  11. 167 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  12. 67 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Approvals based on who created the document. For example, if person A creates the doc --> person B is the approver; but if person C created the doc --> person D is the approver.

  13. 4 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) shared this idea  · 
  14. 19 votes

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    Idea  ·  Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) commented  · 

    Ability to lock content blocks in place so they don't move

  15. 16 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  16. 26 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  17. 16 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  · 
  18. 28 votes

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  19. 10 votes

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  20. 3 votes

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    AdminJackie Wiley (Customer Success Manager, PandaDoc) supported this idea  ·