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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. Group of members (users) within the organization

    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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    31 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the 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.

    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  · 

  4. Add catalog to mobile app!

    19 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

    33 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

    22 votes

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    1 comment  ·  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

    137 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  ·