Settings and activity

349 results found

1. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

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   1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Apr 14, 2026

2. Automation: The automatically sent document will contain information provided by the recipients from the first document

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   1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Apr 14, 2026

3. email notifications when an automation has issues

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Apr 14, 2026

4. Personalized links: White-label document URL (recipient link) / Customize the links for documents

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   20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

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

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Mar 11, 2026

5. Spellchecker: Spell Check in App like Grammarly

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   41 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

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

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 12, 2025

6. Bulk Send Expiration / Reminder Settings on Template

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   0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 8, 2025

7. Draw block on documents and templates

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 3, 2025

8. Ability to draw on the document/template

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Dec 3, 2025

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

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

   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.

   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 20, 2025

10. Ability to restrict access to certain templates with password.

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 20, 2025

11. Option to disable Roles from template and documents

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 20, 2025

12. Ability for the account owner to restrict members from uploading documents/templates

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 20, 2025

13. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 20, 2025

14. Pre-sign template (or a Form): Fill in signature on template level

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    34 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 20, 2025

15. CPQ Workflows report for tracking usage

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    0 comments  ·  Ideas to Improve PandaDoc » Workflows  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 10, 2025

16. design template details API to expose conditional smart content rules or logic

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 9, 2025

17. Track document changes (redlining) with AI assitant

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Oct 8, 2025

18. Sync Pandadoc CPQ with Salesforce Pricebooks

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 17, 2025

19. Ability to mask field tags on PDF documents populated via API

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 11, 2025

20. Conditional fields for API

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Sep 11, 2025