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  1. 42 votes

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    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.

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    AdminChristian Tobar (Admin, PandaDoc) commented  · 

    pull images from Zoho CRM records

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  2. 8 votes

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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
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    AdminChristian Tobar (Admin, PandaDoc) commented  · 

    Send via email option when creating a document - can I disable or hide? We want to use the link by default

    either through custom role or global settings in the workspace

  3. 152 votes

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    Hi,

    Thank you so much for reaching out – 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

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
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    AdminChristian Tobar (Admin, PandaDoc) commented  · 

    show only templates with custom role.
    Create a "can view own templates" as an option

  4. 90 votes

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    Hi there! Unfortunately 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!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  5. 17 votes

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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  6. 62 votes

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    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!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  7. 5 votes

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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  8. 22 votes

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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  9. 39 votes

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    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.

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  10. 122 votes

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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  11. 136 votes

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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  12. 28 votes

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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  13. 49 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. 

    However, if you need the info regarding which template your document was created from, please feel free to reach out to our Support team!

    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!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
  14. 6 votes

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  15. 3 votes

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    AdminChristian Tobar (Admin, PandaDoc) shared this idea  · 
  16. 41 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.

  17. 215 votes

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    Hi,

    Thank you so much for reaching out – 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!

  18. 1 vote

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    AdminChristian Tobar (Admin, PandaDoc) shared this idea  · 
  19. 40 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!

  20. 1 vote

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    AdminChristian Tobar (Admin, PandaDoc) shared this idea  ·