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14 results found

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

    192 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    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.

    Skylum Software supported this idea  · 

  2. delete a workspace or archive a workspace

    68 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    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  · 

  3. Add Move button to a completed document

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
    Skylum Software shared this idea  · 

  4. Option to setup default sequence to all documents

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    An error occurred while saving the comment
    Skylum Software commented  · 

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

    Skylum Software supported this idea  · 

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

    227 votes

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    44 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava 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  · 

  6. Copy templates to a the new workspace

    22 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Skylum Software supported this idea  · 

  7. 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

    32 votes

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

  8. Hide document sequence on the recipients end

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    Skylum Software supported this idea  · 

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

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Skylum Software supported this idea  · 

  10. Use Variables in Data Fields

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Skylum Software supported this idea  · 

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

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Skylum Software supported this idea  · 

  12. ability to add items to dropdown field in bulk

    21 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Skylum Software supported this idea  · 

  13. Send the document automatically after approval

    107 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    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.

  14. Pre-fill a text field with a variable

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Skylum Software supported this idea  ·