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  1. 22 votes

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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    edit the approval workflow on a document level

  2. 28 votes

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  3. 17 votes

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    Anonymous commented  · 

    We are currently using the PandaDoc - HubSpot integration and I understand that tickets are not connected. Is there a work around for that? Or is that something coming in the very near future?

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  4. 2 votes

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    Anonymous shared this idea  · 
  5. 70 votes

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  6. 52 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!

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    ability to turn off document notifications to the customers

  7. 2 votes

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  8. 3 votes

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    Anonymous commented  · 

    I need to be able to draw a report yearly weekly quarterly about what was sold and what was lost and what is pending per agent

    Anonymous supported this idea  · 
  9. 34 votes

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    Anonymous commented  · 

    a way when moving documents, not to scroll through the whole list of project to find the folder but doing a search of the folder name and moving it into that folder

    Anonymous supported this idea  · 
  10. 260 votes

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    Anonymous commented  · 

    prefilled signature

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    Anonymous commented  · 

    create signature and date fields to fill in, but without having to send to owner as a signer - that way client is receiving the doc with owner's signature and date already there

    Anonymous supported this idea  · 
  11. 187 votes

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    Anonymous commented  · 

    can create private documents in Pandadoc that other Admins would not have access to.

    Anonymous supported this idea  · 
  12. 134 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!

    Anonymous supported this idea  · 
  13. 3 votes

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    Anonymous commented  · 

    dropdown field be multiline

  14. 16 votes

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  15. 3 votes

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  16. 4 votes

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    Anonymous commented  · 

    ability for a variable field in a template be populated from a list of values

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  17. 26 votes

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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    ability to edit dropdown items on a sent document

  18. 5 votes

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    Anonymous commented  · 

    download a CSV with the list of Documents sent with the contact's name and email address

    Anonymous shared this idea  · 
  19. 14 votes

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    Anonymous commented  · 

    The only option I see is to Export full CSV. There are no separate tabs.

    Anonymous supported this idea  · 
  20. 15 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!

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    Anonymous commented  · 

    create a template and/or content library folder that is only viewable to certain users

    Anonymous supported this idea  ·