Settings and activity

379 results found

1. 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

2. 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

3. 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

4. Sync Pandadoc CPQ with Salesforce Pricebooks

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   Idea  ·  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

5. 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

6. 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

7. Redirect recipient to a custom URL upon completion based on certain conditions.

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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  ·  Aug 26, 2025

8. Option to remove PDF page break to download the page as a whole

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Aug 11, 2025

9. Option to link conditional fields to payment

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Aug 5, 2025

10. Workspace details via API

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Aug 1, 2025

11. Always expand description in downloaded PDF

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Jun 18, 2025

12. Variables in title with Forms

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    33 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  May 28, 2025

13. Forms responses CSV with columns named according to fields placeholders

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  May 27, 2025

14. Using the PandaDoc API to get Stripe Customer ID

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  May 27, 2025

15. Fields for Title and Name

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

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

16. Change account timezone within the system

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

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  May 1, 2025

17. Option to delete pages for conditional content on a document level

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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  ·  Apr 30, 2025

18. Have the conditional fields logic stay with a shared template from another workspace.

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Apr 4, 2025

19. Native CPQ within PandaDoc

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team or your associated CSM or AM.

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Apr 1, 2025

20. [Quote Builder]: Required option for Quote Builder

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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  ·  Apr 1, 2025