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11 results found

  1. Custom role ability to create automations

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  2. Reports: Ability to filter all documents

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Workflows  ·  Admin →
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  3. Resend button

    47 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  4. Home: document overview option

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jared Kraft shared this idea  · 

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

    190 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this 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.

    Jared Kraft supported this idea  · 

  6. Set optional items as required in pricing table (Assign a pricing table to recipient)

    75 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Jared Kraft supported this idea  · 

  7. Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps

    33 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  8. To include cc'd users in the email received by signer

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jared Kraft commented  · 

    This would be great! I have had many people get confused when they received an email to sign when they were really supposed to just be copied on.

    Jared Kraft supported this idea  · 

  9. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    79 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jared Kraft commented  · 

    This idea is critical. We have many users who feel limited within PandaDoc due to not having a feature like this.

    Jared Kraft supported this idea  · 

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

    354 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Jared Kraft supported this idea  · 

  11. Calculated Variables in Pricing tables

    90 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.