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Settings and activity

82 results found

  1. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    141 votes
    18 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    How important is this to you?

  2. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    69 votes
    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  3. Field tags - 'Autofill with Signing Date'

    14 votes
    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?
    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  4. Clover

    10 votes
    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  5. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    194 votes
    23 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  6. Custom page sizes

    95 votes
    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  7. Export comments/suggestions to Excell or Google Sheets

    6 votes
    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  8. Automatically assign approvers to a template based on the currency

    4 votes
    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  9. Ability to Edit During the Document Approval Workflow Process

    73 votes
    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  10. APAC localization: Korean and Mandarin

    8 votes
    1 comment  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminJoan Nocon (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!

    An error occurred while saving the comment
    AdminDrew Groves (Customer Success Manager, PandaDoc) commented  · 

    The ability to switch to Mandarin in the recipient view settings when sending.

  11. Ability to remove / customize quick access templates preview

    5 votes
    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?
    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  12. Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles

    20 votes
    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  13. Transfer data from multiple documents to a new document

    6 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  14. Create a document from multiple objects in Hubspot

    9 votes
    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  15. In-depth document reporting

    2 votes
    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  16. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

    18 votes
    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  17. [Reporting] Reporting based on document tags

    35 votes
    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    AdminDrew Groves (Customer Success Manager, PandaDoc) supported this idea  · 

  18. Detailed reporting: Date Filter, Content Library, Upcoming Renewals

    30 votes
    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  19. API Improvement (total value added to this endpoint to reduce API calls)

    3 votes
    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    How important is this to you?
    AdminDrew Groves (Customer Success Manager, PandaDoc) shared this idea  · 

  20. Archive documents

    59 votes
    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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