Settings and activity
333 results found
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22 votes
Anonymous supported this idea ·
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28 votes
Anonymous supported this idea ·
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17 votes
An error occurred while saving the comment 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?
Anonymous supported this idea ·
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2 votes
Anonymous shared this idea ·
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70 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Anonymous supported this idea ·
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52 votes
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 ·
An error occurred while saving the comment Anonymous commented
ability to turn off document notifications to the customers
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2 votes
Anonymous shared this idea ·
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3 votes
An error occurred while saving the comment 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 ·
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34 votes
An error occurred while saving the comment 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 ·
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260 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Anonymous commented
prefilled signature
An error occurred while saving the comment 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 ·
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187 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Anonymous commented
can create private documents in Pandadoc that other Admins would not have access to.
Anonymous supported this idea ·
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134 votes
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 ·
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3 votes
An error occurred while saving the comment Anonymous commented
dropdown field be multiline
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16 votes
Anonymous supported this idea ·
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3 votes
Anonymous supported this idea ·
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4 votes
An error occurred while saving the comment Anonymous commented
ability for a variable field in a template be populated from a list of values
Anonymous supported this idea ·
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26 votes
Anonymous supported this idea ·
An error occurred while saving the comment Anonymous commented
ability to edit dropdown items on a sent document
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5 votes
An error occurred while saving the comment Anonymous commented
download a CSV with the list of Documents sent with the contact's name and email address
Anonymous shared this idea ·
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14 votes
An error occurred while saving the comment Anonymous commented
The only option I see is to Export full CSV. There are no separate tabs.
Anonymous supported this idea ·
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15 votes
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!
An error occurred while saving the comment Anonymous commented
create a template and/or content library folder that is only viewable to certain users
Anonymous supported this idea ·
edit the approval workflow on a document level