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9 results found

  1. Update Contacts via mobile app

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gene Castillo shared this idea  · 

  2. Image library: bulk upload feature for images

    80 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) 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!

    Gene Castillo supported this idea  · 

  3. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    145 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gene Castillo commented  · 

    Ability to customize document status for CRM or other usage

  4. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    22 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gene Castillo commented  · 

    Ability to change the color, hide, and design the checkbox to an extent

  5. Bulk Send: Download all completed documents in one

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gene Castillo supported this idea  · 

  6. View Integration Connection Status by User

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Gene Castillo commented  · 

    Admin can see all integrations setup by members in their individual workspaces

  7. Update role variables

    28 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gene Castillo commented  · 

    When a company changes names, auto update on documents

  8. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    22 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Gene Castillo commented  · 

    Ability to disable the grids on a document so you can freely place objects

  9. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, 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!

    Gene Castillo supported this idea  ·