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8 results found

  1. Upload multiple files in a single collect files field

    39 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Amber Ali supported this idea  · 

  2. Set a Saved Message on the template level

    46 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

    18 votes

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    4 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

    52 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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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

    247 votes

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

  6. catalog sharing across workspaces

    20 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » 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

    13 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  ·