Settings and activity

3 results found

1. Modify Dashboard: create filters, hide statuses

   191 votes

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   22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Maria Fomenko responded

   with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come! 

   Syclair Jones supported this idea  ·  Jul 23, 2021

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

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   260 votes

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   39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Syclair Jones shared this idea  ·  Mar 6, 2020

3. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

   227 votes

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   34 comments  ·  Ideas to Improve PandaDoc  ·  Delete…  ·  Admin →
   Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.

   And hey, if you're on a Business plan and want to give it a try, simply reply to this message.

   Igor, Product Team

   Syclair Jones supported this idea  ·  Mar 6, 2020