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6 results found

  1. Pull items from content library as an attachment/hyperlink

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Bridget Donnelly supported this idea  · 

  2. Smart Content based on Pricing table values

    16 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Bridget Donnelly supported this idea  · 

  3. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

    35 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Bridget Donnelly supported this idea  · 

  4. Gridlines / Ruler

    15 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Bridget Donnelly supported this idea  · 

  5. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    48 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Bridget Donnelly supported this idea  · 

  6. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    60 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    On roadmap  ·  AdminLiza Gatsak (Admin, PandaDoc) responded

    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
    Bridget Donnelly commented  · 

    This would be incredibly useful for us! I would love to be able to setup approvers based on the doc creators manager instead of at a template level. That way managers could only approve for their teams, instead of adding all managers to the templates where they get notified for all docs created.

    Bridget Donnelly supported this idea  ·