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  1. Advanced reporting combined for all workspaces

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    Ability to export a csv report of data across all workspaces. Similar to the csv per workspace in the advanced reporting but over multiple workspaces.

  2. Document and Template list search by ID

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) shared this idea  · 

  3. Tokens in saved messages

    39 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Document Editing & Design  ·  Admin →
    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea  · 

  4. Template Embedding EV2 (Forms)

    51 votes

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    Beta  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    Template Embed for EV2

  5. api revsion number as token

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea  · 

  6. Netsuite integration

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea  · 

  7. [CSV] Pass token/variable data

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Document Editing & Design  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    Ability to export all Token and Fields data into a CSV file.

  8. Native PandaDoc Redlining

    83 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
    An error occurred while saving the comment
    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    I would really love this!

    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) shared this idea  · 

  9. Conditional fields

    208 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Document Editing & Design  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    general idea : if a check box is checked make a number of linked fields also available.

    ie: if "additional billing address is checked make the billing address fields available.

  10. Content Library API support

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) shared this idea  ·