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12 results found

  1. Conditional approvals: notification if case the document was automatically approved

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Natalia Gaziova shared this idea  · 

  2. Link/unlink documents to/from Contacts and Company objects in Hubspot

    44 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  3. Disable suggesting capabilities on locked content

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  4. Document sequence: include dynamic months and years

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  5. Download Chat / Private Message transcript

    18 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  6. Disable the option to edit a completed document

    29 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  7. Hubspot - ability to associate Panda document with Company, Contact, Deal simultaneously

    46 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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  8. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    57 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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  9. Option to define the template which document was created from

    58 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  10. Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.

    20 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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  11. Lock bundled documents so they can't be edited or deleted.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  12. See changes made to a document/template in version history

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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