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5 results found

  1. Combine/Merge Templates & Documents

    98 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Nathan Harding supported this idea  · 

  2. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    180 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being Evaluated  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Nathan Harding supported this idea  · 

  3. The ability to archive templates in the workspace

    9 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Nathan Harding commented  · 

    Currently, it seems the only option for managing outdated templates is to delete them. It would be helpful to have the ability to archive old templates instead. This would allow us to clean up our active template list without permanently losing documents we may want to refer back to later.

    An archive function would make managing our template library much more efficient while keeping historical versions accessible.

    Nathan Harding supported this idea  · 

  4. Export emojis to PDF

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Nathan Harding supported this idea  · 

  5. Edit / customize text in all email notifications including Completion or Signed Email Message

    250 votes

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