Settings and activity

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1. sending another document based on recipient's chosen product from initial document that was sent

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Nov 23, 2023

2. customize SMS verification

   6 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Nov 22, 2023

3. Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.

   23 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Solution Exists  ·  Valeryia Baranava responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

   PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

   For more information, please check the link below:

   Debugging and Retries

   Brian Gacila supported this idea  ·  Nov 21, 2023

4. Disable email notifications for bulk import

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Nov 17, 2023

5. Ability to rename the document sequence.

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Brian Gacila supported this idea  ·  Nov 16, 2023

6. Customize Forms Pop-Up message: Option to edit the message from the Form wizard.

   111 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Forms  ·  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.

   Brian Gacila supported this idea  ·  Nov 16, 2023

7. Smart Content will not include the page only the content items

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Brian Gacila supported this idea  ·  Nov 16, 2023

8. Conditional Fields - only show certain drop-down options for another field

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Nov 15, 2023

9. Conditional fields - automatically fill out the value of another field

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Brian Gacila shared this idea  ·  Nov 15, 2023

10. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Nov 15, 2023

11. Request for Consistent Formatting of Word Docx and Google Docx Uploads

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    22 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Brian Gacila supported this idea  ·  Nov 14, 2023

12. Preview for Forms: test forms without publishing

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Nov 14, 2023

13. Add documents to a bundle

    18 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Nov 14, 2023

14. Custom page sizes

    98 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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15. Generate links for documents in bulk, generate and send via links for bulk send

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Nov 9, 2023

16. Word wrap option - Dropdown field

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Brian Gacila shared this idea  ·  Nov 9, 2023

17. download signature from the signature field

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Nov 6, 2023

18. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

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    139 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

    Brian Gacila supported this idea  ·  Nov 6, 2023

19. Option to auto delete documents based on certain criteria like time and status

    34 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. 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!

    Brian Gacila supported this idea  ·  Nov 3, 2023

20. Move document in Draft to a specific folder

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Brian Gacila supported this idea  ·  Nov 3, 2023