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30 results found

  1. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    169 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminYurii Losinets (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

    Virginia Hodgdon supported this idea  · 

  2. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    66 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi there! 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!

    An error occurred while saving the comment
    Virginia Hodgdon commented  · 

    This just seems like common sense

    Virginia Hodgdon supported this idea  · 

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

    196 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.

    Virginia Hodgdon supported this idea  · 

  4. Export specific data from Reporting, based on filters

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  5. Filter documents by owner

    14 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  6. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    17 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  7. More Robust Analytics Reporting

    18 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  8. Search Results are no longer sortable

    20 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  9. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    21 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon commented  · 

    PLEASE PLEASE add this feature its really important

    Virginia Hodgdon supported this idea  · 
    An error occurred while saving the comment
    Virginia Hodgdon commented  · 

    Currently, the only way to tell an email has failed is by physically opening the envelope and clicking a few buttons to view the HIDDEN status of a failed email. This is a very daunting task when your API sends hundreds of documents a week.

  10. Aggregate Document Analytics in Reporting Dashboard

    23 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

    Virginia Hodgdon supported this idea  · 

  11. The ability to change the statuses of the document to any possible status manually.

    28 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  12. Disable the option to edit a completed document

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  13. Advanced search options/ Search within the Folder

    34 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  14. Text formatting for saved messages

    32 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Virginia Hodgdon supported this idea  · 

  15. [Dashboard] Select period more than 1 year in Dashboard

    39 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  16. delete a workspace or archive a workspace

    42 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (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!

    Virginia Hodgdon supported this idea  · 

  17. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    322 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  18. Spellchecker: Spell Check in App like Grammarly

    292 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Virginia Hodgdon commented  · 

    I agree this is a basic function that should be added.

    Virginia Hodgdon supported this idea  · 

  19. Set client's default email subject (automatic subject)

    97 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Unfortunately 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!

    Virginia Hodgdon supported this idea  · 

  20. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    131 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Virginia Hodgdon supported this idea  · 
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