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Settings and activity

9 results found

  1. Restrict the ability to invite guest licenses (collaborators) to the admin role only.

    38 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Danielle Olivier supported this idea  · 

  2. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Danielle Olivier supported this idea  · 

  3. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

    28 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Danielle Olivier supported this idea  · 

  4. Send the document automatically after approval

    93 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    Danielle Olivier supported this idea  · 

  5. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    69 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Danielle Olivier supported this idea  · 

  6. The content of the upload field is displayed in the document

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  7. Attachments visible from the document view for the recipient: embedding an attachment into a document

    22 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  8. Downloading attachments along with the document they are attached to

    213 votes

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    37 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  9. CPQ calculations: Excel Formulas.

    672 votes

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    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Danielle Olivier supported this idea  ·