Settings and activity

161 results found

1. Ability to invite users into multiple workspaces at once.

   24 votes

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   Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Nov 20, 2025
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   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) commented  ·  Nov 20, 2025  ·  Edit…  ·  Delete…

   A customer has 884 workspaces and needs the ability to invite a user to all of them at once.

   Save Submitting...

2. Enable Smart Content from Fields as well as Variables

   102 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava 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!

   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Nov 19, 2025

3. Master settings: edit multiple Workspaces at once

   7 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Nov 18, 2025

4. Copy template using API / Create template based on another template using API

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Nov 18, 2025

5. Image library: bulk upload feature for images

   84 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Nov 14, 2025

6. Import Folder to Content Library: upload multiple files to content library

   34 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Nov 14, 2025

7. Option to Set Fields as “Required by Default” in the Embedded Editor

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  ·  Nov 7, 2025

8. Enhanced Permissions for Custom Roles

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  ·  Oct 24, 2025

9. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

   10 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Oct 14, 2025

10. Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  ·  Oct 8, 2025

11. PandaDoc delivery email shows who else is on the PandaDoc from within delivery email

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Sep 29, 2025

12. Approval Workflow: Multiple Groups at the Same Stage (Parallel Approval Groups)

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  ·  Sep 29, 2025

13. Lock fields position on a template/document

    59 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Sep 26, 2025

14. Salesforce 2-Way Sync: Ability to map and update Opportunity fields using custom variables from documents

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  ·  Sep 25, 2025

15. Option to control which templates appear in the PandaDoc iFrame in HubSpot

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    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  ·  Sep 23, 2025

16. Automations for Zendesk Support: Automatically generate a document when a ticket status changes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  ·  Sep 23, 2025

17. private dashboard of docs that contained financial info

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Sep 5, 2025

18. Billing Frequency Variable For Pricing Tables

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea  ·  Sep 1, 2025

19. Smart Forms: Receive a Notification once the Smart Form is filled out

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Aug 27, 2025

20. multiple renewal reminders

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) supported this idea  ·  Jul 31, 2025