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8 results found

  1. Upload multiple files in a single collect files field

    36 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

    Amber Ali supported this idea  · 

  2. Set a Saved Message on the template level

    43 votes

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

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

    15 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  · 

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

    49 votes

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    On roadmap  ·  9 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  · 

  5. Move documents across workspaces and keep the statuses

    209 votes

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

  6. catalog sharing across workspaces

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Amber Ali supported this idea  · 

  7. 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  · 

  8. 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  ·