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9 results found

  1. Update Contacts via mobile app

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gene Castillo shared this idea  · 

  2. Image library: bulk upload feature for images

    81 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Gene Castillo supported this idea  · 

  3. 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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    Gene Castillo commented  · 

    Ability to customize document status for CRM or other usage

  4. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    23 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gene Castillo commented  · 

    Ability to change the color, hide, and design the checkbox to an extent

  5. Bulk Send: Download all completed documents in one

    15 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Gene Castillo supported this idea  · 

  6. View Integration Connection Status by User

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Gene Castillo commented  · 

    Admin can see all integrations setup by members in their individual workspaces

  7. Update role variables

    29 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gene Castillo commented  · 

    When a company changes names, auto update on documents

  8. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    22 votes

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    Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Gene Castillo commented  · 

    Ability to disable the grids on a document so you can freely place objects

  9. 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! 🙌

    Gene Castillo supported this idea  ·