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  1. 9 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!

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
  2. 52 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 those scenarios namely:

    - Quote Builder

    - Quote data fields

    - Quote rules

    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.


    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
  3. 31 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!

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
  4. 7 votes

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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
  5. 283 votes

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    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.

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
  6. 8 votes

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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
  7. 2 votes

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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  · 
  8. 13 votes

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  9. 2 votes

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    An error occurred while saving the comment
    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) commented  · 

    When a user makes changes to a template, it has to go through an approval workflow first before the template is saved.

  10. 6 votes

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  11. 15 votes

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  12. 2 votes

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  13. 58 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!

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  · 
    An error occurred while saving the comment
    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) commented  · 

    Option to set the Approval workflow at the account level, ensuring that all newly created templates and documents acquire a particular approval setting.

  14. 7 votes

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  15. 192 votes

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  16. 2 votes

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  17. 2 votes

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  18. 13 votes

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  19. 18 votes

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  20. 7 votes

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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·