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7 results found

  1. Set a Saved Message on the template level

    42 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Amber Ali supported this idea  · 

  2. Default Saved Message: automatically choose a saved message for a document

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Amber Ali commented  · 

    It would be great to be able to have a saved message on a template automatically be chosen. That way, you don't have to go in and pick the same saved message for the same template.

    Amber Ali supported this idea  · 

  3. More connection between workspaces: Design options, themes, settings shared between workspaces

    48 votes

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    On roadmap  ·  8 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Amber Ali commented  · 

    Yes please! the option to apply themes and branding across all workspaces is greatly needed.

    Amber Ali supported this idea  · 

  4. Move documents across workspaces and keep the statuses

    201 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Amber Ali supported this idea  · 

  5. catalog sharing across workspaces

    14 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Amber Ali supported this idea  · 

  6. Have certificates for completing each learning path (Admin Certificate, Sales Certificate, etc.)

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Amber Ali shared this idea  · 

  7. Outlook

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Amber Ali commented  · 

    PandaDoc could have a Add-in like docusign has in outlook. Where you can click on the add-in, choose from the templates, and send out to a contact all from outlook. That way, we could also see any sent emails and responses from the sent inbox of outlook as well.

    Amber Ali supported this idea  ·