Settings and activity
51 results found
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22 votes
An error occurred while saving the comment -
29 votes
An error occurred while saving the comment Alexander Sakhibov commented
Ability to create visuals/graphs in PandaDoc.
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18 votes
An error occurred while saving the comment Ability to add more than 1 address for PandaDoc contacts.
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129 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.
PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.
Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.
Please keep upvoting this idea so we can keep considering it every time we work…
An error occurred while saving the comment Ability to restrict account users from seeing each other's templates.
An error occurred while saving the comment Ability to create private folders.
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19 votes
An error occurred while saving the comment Ability to order items within the pre-selected content block alphabetically.
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2 votes
An error occurred while saving the comment Ability to automatically update the TOC should any of the previous numerical points have been removed. Should there be Para 1, Para 2 and Para 3 — Para 3 will be renamed to Para 2 should Para 2 be removed.
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18 votes
An error occurred while saving the comment Ability to send bulk reminders for the documents that's been created and sent after the bulk send.
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35 votes
An error occurred while saving the comment Ability to use drop down fields within the pricing table.
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2 votes
An error occurred while saving the comment Contacts list version history.
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6 votes
An error occurred while saving the comment Ability to put all the documents created from a certain template into a specific folders.
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35 votes
An error occurred while saving the comment Ability to export the pricing table data on the completed document.
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282 votes
Hi there! 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! -
43 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!
An error occurred while saving the comment Ability to delete/adjust document statuses within PandaDoc.
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10 votes
An error occurred while saving the comment Ability to select a default template (limited number of certain templates) in HubSpot.
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60 votes
Hi all!
I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.
A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.
Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.
Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.
Read this Help Center article to learn more about setting…
An error occurred while saving the comment Ability to set the condition for the approval group that is based not on the monetary contract value but rather whether the first/first two groups approved the contract or not.
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9 votes
An error occurred while saving the comment Ability to change the fineprint (which is sitting in "content library") IF a specific item was selected inside of the pricing table out of the catalog
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302 votes
Hi, Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to our support team at support@pandadoc.com.
An error occurred while saving the comment Ability to use variables in documents' name/client info from HubSpot to PandaDoc.
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99 votes
Hi,
This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!An error occurred while saving the comment Ability to export on which check boxes have been ticked by the clients.
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36 votes
An error occurred while saving the comment Ability to track which product has been used how many times.
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6 votes
An error occurred while saving the comment Ability to auto-update SFDC field with the document status.
Ability to set a specific position of a hyperlink on the page