Settings and activity

12 results found

1. PandaDoc Plugin to other Website: PestPac

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·  Nov 12, 2024

2. Enable User Groups for Permissions and Workflow Management

   10 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·  Nov 7, 2024

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

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   203 votes

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   34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   We wanted to share an update regarding the idea. 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  ·  May 3, 2024

4. Add catalog to mobile app!

   22 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·  Feb 29, 2024

5. [Reporting] Reporting based on document tags

   35 votes

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   Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   AdminJohn Ankoviak (Admin, PandaDoc) commented  ·  Feb 12, 2024  ·  Edit…  ·  Delete…

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

   Save Submitting...
   AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·  Feb 12, 2024

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

   24 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·  Oct 2, 2023

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

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·  Oct 2, 2023

8. Export details - Audit Trail

   142 votes

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   17 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·  Sep 14, 2023

9. Clio

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminJohn Ankoviak (Admin, PandaDoc) shared this idea  ·  Jul 20, 2023

10. eVault

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) shared this idea  ·  Jul 17, 2023

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  ·  Delete…  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·  Jun 29, 2023

12. Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminJohn Ankoviak (Admin, PandaDoc) supported this idea  ·  May 24, 2023