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Settings and activity

  1. send a follow-up email/document after document completion

    22 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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  2. Actions with catalog items (duplicate, rename, tags)

    23 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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    Bryan DeSilva commented  · 

    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.

  3. Option to have Send Document EmailL content to be in the Hubspot activity

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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  4. Hubspot true two-way sync (2-way sync)

    149 votes

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    In development  ·  13 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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  5. Option to add folder in the Inbox: move Inbox documents into folders

    2 votes

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

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  6. Add a search bar for the Inbox

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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  7. Automatically replace the content of a document with the file attached via manual "Change status" window

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →

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  8. Add Collaborators on Templates like documents

    14 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →

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    Bryan DeSilva shared this idea  ·