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13 results found

  1. Metrics: user adoption: usage performance including license type, team, and workspace

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. Sync Pandadoc CPQ with Salesforce Pricebooks

    4 votes

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

  3. Catalog product items usage reporting

    52 votes

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    4 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    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.

    Jenny Severin supported this idea  · 

  4. Ability to set Default Role when Inviting new Users

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  5. Disable default roles from the workspace admin page

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  6. Having separate repository and folders within Image Library

    184 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  Molly Abrams 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!

    Jenny Severin supported this idea  · 

  7. Report to view documents collaborators are on

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jenny Severin supported this idea  · 

  8. Admin dashboard -- Overview all users / Manage all Users at once for all workspaces

    28 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jenny Severin commented  · 

    I'm managing this in a spreadsheet since PandaDoc doesn't offer this feature at this time.

    Jenny Severin supported this idea  · 

  9. SSO assign license types at user sigup

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Jenny Severin supported this idea  · 

  10. ability to use invites to other workspaces when SSO is enabled

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Jenny Severin supported this idea  · 

  11. Auto-update pricing tables and quotes in templates if product catalog is updated manually

    34 votes

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    3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Jenny Severin supported this idea  · 

  12. Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.

    45 votes

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    8 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  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!

    Jenny Severin supported this idea  · 
    An error occurred while saving the comment
    Jenny Severin commented  · 

    This would benefit our organization as we would like to be able to sync the PandaDoc Product Catalog with our Salesforce CPQ catalog.

  13. Auto-update table of content before the document gets sent out

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Jenny Severin supported this idea  ·