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39 results found

  1. More formatting options for numbering lists

    50 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  2. Customize doc/temp/catalog list view columns

    17 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  3. PDF field recognition imporvements

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  4. disable email forwarding

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) shared this idea  · 

  5. Change the placeholder of variables and automatically make a hyperlink in PandaDoc from Hubspot

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) shared this idea  · 

  6. Custom page sizes

    96 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  7. Edit items in dropdown field (option to edit the text in the dropdown item)

    26 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  8. Pass images from CRMs to documents using tokens/variables

    66 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  9. [Bulk Action] Mass download templates

    50 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  10. Sequence number visible in Pipedrive integration document list

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  11. Filter document by year

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  12. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    148 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) commented  · 

    Request from a customer, to have an option to add a document status aside from default.

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  13. Margins in the theme section

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) commented  · 

    A request to check the possibility to change the margins in the theme section or to change the margins for all of the blocks.

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  14. Reminder customization: Customize the text in reminder message

    370 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  15. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    25 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  16. Schedule Sending documents

    276 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the 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.

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  17. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Being Evaluated  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.


    This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:

    • 👍 Upvote this post (if you haven’t already)
    • 💬 Leave a comment to share your needs
    • 📅 Schedule a quick call with me so we can understand your workflow better


    No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌

    An error occurred while saving the comment
    AdminRaena Aniban (Admin, PandaDoc) commented  · 

    Looking forward to see close.io to be compatible with editor 2.0 very soon please.

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  18. [Anchor Tag] Link a word or header to a content/paragraph (Hyperlink Tag)

    114 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you for submitting this idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 

  19. webhook trigger for completed and expired documents

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) shared this idea  · 

  20. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    339 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    AdminRaena Aniban (Admin, PandaDoc) supported this idea  · 
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