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20 results found

  1. Report documents created in PandaDoc and linked back to CRM

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

    45 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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  · 

  3. Enable Smart Content from Fields as well as Variables

    74 votes

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    8 comments  ·  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!

  4. Report documents created in PandaDoc and linked back to an opportunity in Salesforce

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  5. Reporting: pull report on the document value/deal value after the document has been completed

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  6. "Select All" Filter in Reporting

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jenny Severin supported this idea  · 

  7. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  8. Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  9. Report Revenue

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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  10. 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  · 

  11. Catalog product items usage reporting

    56 votes

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    5 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Technical Support Associate, 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  · 

  12. 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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  13. 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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  14. Having separate repository and folders within Image Library

    185 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  · 

  15. Report to view documents collaborators are on

    7 votes

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

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

    28 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Early access  ·  AdminPavel Kalinouski (Admin, PandaDoc) responded

    Hi,

    Good news: With the latest Admin Panel update, it's now possible to manage all users within the organization from the corresponding section. This update is being gradually rolled out. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.


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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  · 

  17. 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  · 

  18. 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  · 

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

    41 votes

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

  20. 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  ·