Settings and activity
44 results found
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5 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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60 votes
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!
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
An error occurred while saving the comment -
198 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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2 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
AdminKelly Brennan (Admin, PandaDoc) shared this idea ·
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23 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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7 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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16 votes
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124 votes
Hi there! 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! -
3 votes
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9 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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11 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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9 votes
An error occurred while saving the comment AdminKelly Brennan (Admin, PandaDoc) commented
Its causing some users to feel like they cannot send out documents when they get these notifications.
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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5 votes
An error occurred while saving the comment AdminKelly Brennan (Admin, PandaDoc) commented
Enhanced reporting for Forms Feature:
Want to understand for Forms:
what is coming back and getting an idea of what is working.
Give reports to see how many forms have been sent, viewed, completed.
Be able to sort submissions by tags.
Track templates - better reporting for Forms (using main admin info)
Which forms are most effective? Time of day or year/months/etc. -
134 votes
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.
PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.
Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.
Please keep upvoting this idea so we can keep considering it every time we work…
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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10 votes
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24 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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3 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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12 votes
AdminKelly Brennan (Admin, PandaDoc) supported this idea ·
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2 votes
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2 votes
AdminKelly Brennan (Admin, PandaDoc) shared this idea ·
Kelly Brennan