Settings and activity

261 results found

1. Conditional fields for API

   11 votes

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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

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

   5 votes

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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

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

   21 votes

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   1 comment  ·  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

4. Option to link conditional fields to payment

   3 votes

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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

5. Workspace details via API

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Aug 1, 2025

6. [Quote builder] Always expand description in downloaded PDF

   10 votes

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   2 comments  ·  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

7. Variables in title with Forms

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   35 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

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

   7 votes

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   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

9. Fields for Title and Name

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   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  May 12, 2025

10. Change account timezone within the system

    93 votes

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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 Specialist, 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

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

    9 votes

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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

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

    11 votes

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    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

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

    8 votes

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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

14. Automatically download the attachments when opening the files added to collect files field

    70 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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 12, 2025

15. checks with Quickbooks

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Feb 21, 2025

16. Smart Content based on Quote Builder

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    In Development  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Feb 19, 2025

17. Conditional logic for Qoute Builder

    18 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Feb 19, 2025

18. Quote builder: show product description only after a product is selected

    5 votes

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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  ·  Feb 19, 2025

19. Email formatting

    26 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) supported this idea  ·  Feb 11, 2025

20. HubSpot CPQ workflow branching logic

    3 votes

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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
    AdminPandaKat Olarte (Customer Success Manager, PandaDoc) shared this idea  ·  Feb 3, 2025