Settings and activity

17 results found

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

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   170 votes

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   21 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  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

   Skylum Software supported this idea  ·  Nov 20, 2024

2. delete a workspace or archive a workspace

   42 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  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!

   Skylum Software supported this idea  ·  Oct 25, 2024

3. Easier access to numbering (sequence)

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Skylum Software shared this idea  ·  Oct 18, 2024

4. Add Move button to a completed document

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Skylum Software shared this idea  ·  Oct 15, 2024

5. Option to setup default sequence to all documents

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Skylum Software commented  ·  Oct 7, 2024  ·  Edit…  ·  Delete…

   Would be even better to be able to apply a default sequence to all documents, not just templates

   Save Submitting...
   Skylum Software supported this idea  ·  Oct 4, 2024

6. Downloading attachments along with the document they are attached to

   184 votes

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   28 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Skylum Software supported this idea  ·  Oct 7, 2024

7. Copy templates to a the new workspace

   17 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Skylum Software supported this idea  ·  Oct 4, 2024

8. Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient

   28 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Skylum Software supported this idea  ·  Oct 4, 2024

9. Hide document sequence on the recipients end

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Skylum Software supported this idea  ·  Oct 4, 2024

10. The possibility to add the sequence number without sequence name

    6 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Skylum Software supported this idea  ·  Oct 4, 2024

11. Use Variables in Data Fields

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Skylum Software supported this idea  ·  Oct 4, 2024

12. Automation: Data fields will automatically be sorted out based on the fields in the document

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Skylum Software supported this idea  ·  Oct 4, 2024

13. ability to add items to dropdown field in bulk

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Skylum Software supported this idea  ·  Oct 4, 2024

14. optional items for a dropdown field

    9 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Skylum Software supported this idea  ·  Oct 4, 2024

15. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Skylum Software commented  ·  Sep 25, 2024  ·  Edit…  ·  Delete…

    I believe it's a fast and easy to implement feature that would provide a lot of value to users. Just add a clickable button behind PandaDoc logo that would lead to Inbox.

    Also, it would boost PandaDoc's average time on website and reduce bounce rate, here's how.

    Now, when a user opens a document from an email, they can't continue using PandaDoc since there's no option to go to Inbox or open another document. So, they bounce from the page. If the feature existed, they would simply move to Inbox instead of bouncing, thus improving the website metrics.

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    Skylum Software supported this idea  ·  Sep 25, 2024

16. Send the document automatically after approval

    82 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

17. Fill in data fields automatically based on variable input.

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Skylum Software supported this idea  ·  Oct 4, 2024