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12 results found

  1. PandaDoc Plugin to other Website: PestPac

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  2. Enable User Groups for Permissions and Workflow Management

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  3. Tokens/Variables in saved messages / email body or subject

    198 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, 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!

    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  4. Add catalog to mobile app!

    20 votes

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    0 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  5. [Reporting] Reporting based on document tags

    34 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) commented  · 

    As we develop more CLM functionality, I think this will become a necessity as we try to enter that space

    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  6. See changes made to a document/template in version history

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  7. View and track edits feature in the document version history like in MS word or google docs

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  8. Export details - Audit Trail

    138 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  9. Clio

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) shared this idea  · 

  10. eVault

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) shared this idea  · 

  11. Move "Create Document" button in Hubspot Above the document list.

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  12. Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·