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  1. 451 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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    AdminKelly Brennan (Admin, PandaDoc) commented  · 

    Kelly Brennan

  2. 54 votes

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  3. 9 votes

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  4. 68 votes

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    Hi,

    Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to the Support Team.

    AdminKelly Brennan (Admin, PandaDoc) supported this idea  · 
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    Kelly Brennan

  5. 3 votes

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    AdminKelly Brennan (Admin, PandaDoc) shared this idea  · 
  6. 38 votes

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  7. 13 votes

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    We wanted to share an update regarding [insert idea]. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    AdminKelly Brennan (Admin, PandaDoc) supported this idea  · 
  8. 22 votes

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  9. 154 votes

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  10. 7 votes

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  11. 12 votes

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    AdminKelly Brennan (Admin, PandaDoc) supported this idea  · 
  12. 192 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    AdminKelly Brennan (Admin, PandaDoc) supported this idea  · 
  13. 13 votes

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  14. 38 votes

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    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!

    AdminKelly Brennan (Admin, PandaDoc) supported this idea  · 
  15. 14 votes

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  16. 20 votes

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    Released  ·  Valeryia Baranava responded

    Hi there, 

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.

    Have a wonderful day!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

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    AdminKelly Brennan (Admin, PandaDoc) commented  · 

    Principals/superintendents have to countersign a ton of important documents, and if any slip though the cracks it can cause huge issues.

    They are spending a TON of time trying to sort through the inbox to sign docs are are very concerned they will miss one because they cant sort by anything but doc created date.

    AdminKelly Brennan (Admin, PandaDoc) supported this idea  · 
  17. 11 votes

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  18. 79 votes

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  19. 67 votes

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  20. 12 votes

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    AdminKelly Brennan (Admin, PandaDoc) supported this idea  · 
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    AdminKelly Brennan (Admin, PandaDoc) commented  · 

    Add a custom permission (or doc toggle) to make contacts private and only available to the user that created that contact in PandaDoc.

    AdminKelly Brennan (Admin, PandaDoc) shared this idea  ·