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127 results found

  1. Audit Trail - add more events

    29 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  2. Save custom Quote builder products to Catalog

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  3. Hide document sequence on the recipients end

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  4. Download Reporting Images

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) shared this idea  · 

  5. Access to document analytics via API

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  6. disable upload file option

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) shared this idea  · 

  7. Automate Reporting

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  8. Customization for Decline Reasons

    93 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  9. Attachment on Sent documents

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  10. Attachments in Content Library

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  11. Switch Workspaces in Salesforce

    36 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    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!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  12. Add fields permission modifications for custom roles

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) shared this idea  · 

  13. Notification Product Catalog Import

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  14. Be able to filter docs by "approved" within a certain time period.

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  15. Customize/select/personalize email messages for multiple recipient/signers

    35 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  16. Transfer ownership for Forms

    54 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  17. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    161 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  18. Disable / turn off approval notification email sent to approver

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  19. Disable Template Gallery

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) shared this idea  · 

  20. Disable inline commenting (add a comment button) option

    40 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    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!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
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