Settings and activity

133 results found

1. SSO: SCIM 2.0

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Apr 11, 2025

2. Lock Signing Order

   13 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 27, 2025

3. Option to Disable Payment Reminders for Individual Documents

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Mar 24, 2025

4. Pricing Table: decimals editing on a cell level

   11 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 21, 2025

5. Contract Repository: Mandatory Data Fields for Contract Repository

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Mar 20, 2025

6. Data from a single PandaDoc field to be distributed across multiple HubSpot properties

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Mar 20, 2025

7. Update a HubSpot property with a document reference number when a document status is changed

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ commented  ·  Mar 20, 2025  ·  Edit…  ·  Delete…

   Option to automatically update a Hubspot property with a document reference number.

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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 20, 2025
   ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Mar 17, 2025

8. Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 19, 2025

9. Ability to send documents with unresolved suggestions.

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 10, 2025

10. Mass Update Fields - Required/Optional and Font Size

    27 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 10, 2025

11. Salesforce: assign recipients from look-up field to roles

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Mar 10, 2025

12. Optional Column for Percentage-Based Pricing in the Pricing Table

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Feb 28, 2025
    ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Feb 27, 2025

13. Automations: create an automation that automatically saves completed documents from PandaDoc to Google Drive without specifying a template

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Feb 25, 2025

14. Export Field Data into CSV or Excel file

    139 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Feb 25, 2025

15. Auto number pricing table line items

    28 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Feb 24, 2025

16. Recipient experience: select an option for full or split payment

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Feb 21, 2025

17. Allow recipient to pay for document during their signing order turn

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Feb 21, 2025

18. Change payer after sending document

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Feb 21, 2025

19. Reporting: option to include recipients' phone numbers

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ shared this idea  ·  Feb 20, 2025

20. Ability to change the orientation of the added video to portrait or vertically oriented

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    ‌Iryna‌ Pekarchyk‌ supported this idea  ·  Feb 17, 2025