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6 results found

  1. Conditional fields for content library

    42 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Sarah Hillier 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!

    Sarah Hillier supported this idea  · 

  3. Audit Trail - add more events

    31 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    An error occurred while saving the comment
    Sarah Hillier commented  · 

    Any edits to the document, who made these edits and when. Similar to "Track Changes" in Microsoft Word.

    Sarah Hillier supported this idea  · 

  4. Approvals are set up on a document level

    85 votes

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    Released  ·  13 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    An error occurred while saving the comment
    Sarah Hillier commented  · 

    We have been asking for this since we have been with PandaDoc, about 4 years ago. This is absolutely critical and has caused lots of extra work to find work-arounds, to the point where we are considering moving on to a platform that can accommodate this request in a better way with less work-arounds.

    Sarah Hillier supported this idea  · 

  5. Add AND conditional approval statements

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →

  6. Auto-reminders: customize the text in reminder message

    344 votes

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