Settings and activity

143 results found

1. Salesforce Automations for Quotes

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Brooke Williams shared this idea  ·  Oct 9, 2025

2. Send reminder via text and email

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Brooke Williams supported this idea  ·  Sep 3, 2025

3. Ability for Approvers to Edit During the Document Approval Workflow Process

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   6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

   Brooke Williams supported this idea  ·  Nov 19, 2024

4. Disable option to create a new account under specific domain

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded
   Brooke Williams supported this idea  ·  Nov 17, 2024

5. Ability to submit a support ticket in the mobile app

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   0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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   Brooke Williams shared this idea  ·  Nov 6, 2024

6. Populate signature automation

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Brooke Williams shared this idea  ·  Oct 18, 2024

7. Recurly

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Brooke Williams supported this idea  ·  Oct 15, 2024

8. create hubspot ticket (task) once once PandaDoc is submitted

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Brooke Williams supported this idea  ·  Sep 16, 2024

9. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

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   13 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

   Brooke Williams supported this idea  ·  Sep 12, 2024

10. Shrink to Fit (8.5x11) Uploaded PDF's to avoid page break

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Brooke Williams supported this idea  ·  Sep 12, 2024

11. Option for Email Aliases

    15 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brooke Williams supported this idea  ·  Aug 29, 2024

12. Salesforce: Release notes for recent changes

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Brooke Williams supported this idea  ·  Aug 28, 2024

13. Ability to use the collect card details field in relation to Chargify/Maxio

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Brooke Williams supported this idea  ·  Aug 26, 2024

14. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

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    449 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Solution Exists  ·  Valeryia Baranava responded

    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:

    • Currency formatting
    • Formulas
    • Rules
    • Lookup Tables

    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.

    Brooke Williams supported this idea  ·  Aug 21, 2024

15. Merge vertical cells in Pricing table

    60 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

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

    Brooke Williams supported this idea  ·  Aug 13, 2024

16. Drop down menu in forms that will populate fields based on drop down selection

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Brooke Williams supported this idea  ·  Aug 7, 2024

17. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Brooke Williams supported this idea  ·  Jul 29, 2024

18. [Quote Builder] Transfer data functionality

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Brooke Williams supported this idea  ·  Jul 23, 2024

19. Link different types of fields

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Brooke Williams shared this idea  ·  Jul 19, 2024

20. Bulk Send via API

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Brooke Williams supported this idea  ·  Jul 17, 2024