← Have an idea? Share it! Settings and activity send a follow-up email/document after document completion 22 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea Idea · 0 comments · Ideas to Improve PandaDoc » Workflow · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Actions with catalog items (duplicate, rename, tags) 23 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea Idea · 2 comments · Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Bryan DeSilva commented · February 02, 2022 · Edit… · Delete… The use case starts with "I have a lot of pricing options in my pricing catalog." I need to copy the entire folder and paste them into another folder so I can make $$ changes only for a different Client type/Partners. Save Submitting... Option to have Send Document EmailL content to be in the Hubspot activity 2 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea 0 comments · Ideas to Improve PandaDoc » API & Integrations · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Idea · AdminValeryia Baranava (Admin, PandaDoc) responded Hubspot true two-way sync (2-way sync) 149 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea In development · 13 comments · Ideas to Improve PandaDoc » API & Integrations · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Option to add folder in the Inbox: move Inbox documents into folders 2 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea 1 comment · Ideas to Improve PandaDoc » Documents & Data Management · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Idea · AdminValeryia Baranava (Admin, PandaDoc) responded Add a search bar for the Inbox 9 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea Idea · 1 comment · Ideas to Improve PandaDoc » Documents & Data Management · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Automatically replace the content of a document with the file attached via manual "Change status" window 1 vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea 0 comments · Ideas to Improve PandaDoc » Sharing & Collaboration · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Idea · AdminValeryia Baranava (Admin, PandaDoc) responded Add Collaborators on Templates like documents 14 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea 4 comments · Ideas to Improve PandaDoc » Sharing & Collaboration · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Idea · AdminValeryia Baranava (Admin, PandaDoc) responded Bryan DeSilva shared this idea · August 21, 2021
The use case starts with "I have a lot of pricing options in my pricing catalog." I need to copy the entire folder and paste them into another folder so I can make $$ changes only for a different Client type/Partners.