Settings and activity

19 results found

1. 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!

   Valeria Bogush supported this idea  ·  Mar 4, 2026

2. Full timestamp in document on date field

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   16 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  Katie Hudson responded
   Valeria Bogush supported this idea  ·  Mar 22, 2024

3. Custom page sizes

   98 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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4. See changes made to a document/template in version history

   25 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Valeria Bogush supported this idea  ·  Mar 22, 2024

5. when bulk downloading documents save them as PDF, not in ZIP file

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Valeria Bogush supported this idea  ·  Mar 6, 2024

6. Ability to save bundled documents separately within Salesforce

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded
   Valeria Bogush supported this idea  ·  Mar 6, 2024

7. Text blocks values move along and expands with the Fields value if added. Dynamic fields.

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   37 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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8. Document link to SalesForce Quote record

   9 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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9. [Reporting] Ability to download a csv file for sent documents

   5 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Valeria Bogush supported this idea  ·  Dec 18, 2023

10. Add endpoint to share templates via API

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Valeria Bogush shared this idea  ·  Dec 13, 2023

11. White-labelling of the T&C block under the signature

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Valeria Bogush shared this idea  ·  Dec 13, 2023

12. Template Revisions Endpoint

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Valeria Bogush shared this idea  ·  Dec 13, 2023

13. Template Thumbnails (embedding)

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Valeria Bogush shared this idea  ·  Dec 13, 2023

14. Add sub-bullet points to the bullet points in the catalog.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Valeria Bogush shared this idea  ·  Nov 22, 2023

15. Save signature created in PD as PNG

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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16. Make document value optional (for HR and not-commercial documents)

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    Valeria Bogush supported this idea  ·  Mar 29, 2023

17. Downloading attachments along with the document they are attached to

    221 votes

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    40 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

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

    Valeria Bogush supported this idea  ·  Mar 29, 2023

18. Variables contain formulas: Excel formulas

    95 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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.

    Valeria Bogush supported this idea  ·  Feb 22, 2023

19. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    104 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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.