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  1. Auto-update templates/CLIs if the item is updated in Catalog

    87 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →

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    Mike Turke supported this idea  · 

  2. Pull updated pricing table details from Salesforce to PandaDoc

    28 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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  3. Search cross workspaces for documents

    7 votes

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

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  4. [Dashboard] Select period more than 1 year in Dashboard

    21 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

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    Mike Turke supported this idea  · 

  5. Private Contact Option

    11 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →

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    Mike Turke supported this idea  · 

  6. Allow same email address for multiple recipients and/or signers

    88 votes

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    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →

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    Mike Turke supported this idea  · 

  7. Approvals are set up on a document level

    59 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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    Mike Turke supported this idea  · 

  8. Hide some templates/folders from users

    85 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →

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  9. Permissions for folders

    9 votes

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

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  10. provide csv or report of bulk send recipients that havent signed

    5 votes

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

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    Mike Turke shared this idea  · 

  11. [Pricing Table] display Subtotal without Line Item taxes/discounts

    59 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →

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  12. Integrating PandaDoc Forms with Salesforce

    4 votes

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

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  13. Auto name document with tokens / Use variables in document titles

    148 votes

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    Idea  ·  29 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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    Mike Turke commented  · 

    automatically input the name of the signer in doc title after the document has been signed. ev2

  14. keep library items in new document with transfer data to feature

    1 vote

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

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  15. map pricing table footer items to CRM fields

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

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  16. Document link sharing via Zapier integration

    28 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →

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  17. Auto-update the approval setting in documents created from this template

    3 votes

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

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  18. Add AND conditional approval statements

    17 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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  19. Automatically change document status if opportunity is closed.

    8 votes

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

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  20. Option to BCC recipents on documents

    58 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →

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