Settings and activity

70 results found

1. Add variables to the Room

   21 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

2. Push the updates to custom object in Salesforce for notes

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Update PandaDoc Document Status based on Salesforce Opportunity Stage

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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4. Partial payments with Stripe: The option to divide a payment amount when collecting payments via Stripe

   10 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

5. Ability to have a different variable date format on each template

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminVivian Mach (Admin, PandaDoc) commented  ·  May 13, 2025  ·  Edit…  ·  Delete…

   Ability to change the format of the date layout for document created, sent, and expired variables because of other countries date formats (ability to change the format without changing it on the workspace level)

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6. Rooms for Salesforce

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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7. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

   19 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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8. Content Library syncing to multiple workspaces

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

9. Smart content for forms

   27 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. General API key

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Add Shared with me folder for Templates to mobile app

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Auto-populate fields based on contact info

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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13. Autoassigning recipients to roles in CRM integrations

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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14. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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15. Content Library search inside a folder

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    AdminVivian Mach (Admin, PandaDoc) supported this idea  ·  Feb 10, 2025

16. Advanced analytics for the Rooms.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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17. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    72 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

18. Ability to Change Time Zone for a Signature Certificate

    147 votes

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    10 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.

    AdminVivian Mach (Admin, PandaDoc) supported this idea  ·  Dec 17, 2024

19. automatically place fillable fields

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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20. Automatically align selected fields

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded