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8 results found

  1. Disable the option to edit a completed document

    31 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. Restrict Duplicating Documents

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  3. Saved messages for Approval process: custom notification for approval

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  4. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    50 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  5. Auto-reminders: customize the text in reminder message

    338 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    An error occurred while saving the comment
    Christine Haupt commented  · 

    Very important -- the default text PD offers doesn't work for all Quote types we have!

  6. Notifications for non-document participants (non senders)

    92 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  7. Send reminder if the CC'd user haven't viewed the document

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  8. Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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