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  1. Permissions for specific documents: Private documents (Password protect documents internally)

    187 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Peter Bullock supported this idea  · 
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    Peter Bullock commented  · 

    Disappointing to see this feature was first requested 3 years ago but still not implemented. This is a critical feature to allow Pandadoc to be used across business functions.

  2. [Reporting] Salesforce Activity

    7 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Peter Bullock supported this idea  · 
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    Peter Bullock commented  · 

    This is vital to see how many opportunities are being won/lost with Pandadoc, both to make Pandadoc's analytics meaningful, as well as to see where there are gaps in use.