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  1. Home: change tabs order

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Kali Brown commented  · 

    Currently, the OVERVIEW Dashboard - you are able to activate and de-activate tabs which is nice. However you cannot re-order these tabs.
    I propose either a system enhancement to order these tabs in the logical workflow order OR the ability for the client to order these in the most logical way for their business.

    Kali Brown supported this idea  · 

  2. Client ability to customize PandaDoc Interface Navigation Menu

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Kali Brown shared this idea  · 

  3. Universal Menu Options

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Kali Brown supported this idea  · 

  4. 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.

    Kali Brown supported this idea  ·