Settings and activity

27 results found

1. Search cross workspaces for documents

   27 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. Conditional approval workflow based on variables

   •  

   43 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   5 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Valeryia Baranava responded

3. Conditional fields for content library

   42 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not Planned  ·  Valeryia Baranava responded

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

4. Reporting: document progress tracking based on roles

   2 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Rylee May supported this idea  ·  Jul 24, 2025

5. Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).

   54 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   20 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   An error occurred while saving the comment
   Rylee May commented  ·  May 1, 2025  ·  Edit…  ·  Delete…

   need to be able to add total cost of activity

   Save Submitting...
   Rylee May supported this idea  ·  May 1, 2025

6. [Smart Form] dropdown option for contact preset

   2 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Rylee May supported this idea  ·  Apr 16, 2025

7. Remove response from form/ CSV when deleting the form response document

   3 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Rylee May supported this idea  ·  Feb 3, 2025
   An error occurred while saving the comment
   Rylee May commented  ·  Jan 31, 2025  ·  Edit…  ·  Delete…

   Additionally, could you also assist in deleting these test documents within the SmartForm? I got them removed from the documents folder, but would ideally like them removed from the CSV download option a well.

   Save Submitting...

8. customized responses on declined documents/forms

   6 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Rylee May supported this idea  ·  Sep 18, 2024

9. Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient

   32 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Rylee May supported this idea  ·  Jul 11, 2024

10. Spellchecker: Spell Check in App like Grammarly

    345 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    41 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Not Planned  ·  Valeryia Baranava responded

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

    Rylee May supported this idea  ·  May 30, 2024

11. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    355 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Rylee May supported this idea  ·  May 30, 2024

12. Auto-reminders: customize the text in reminder message

    339 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    40 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Rylee May supported this idea  ·  May 30, 2024

13. Edit / customize text in all email notifications including Completion or Signed Email Message

    •  

    257 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    39 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    An error occurred while saving the comment
    Rylee May commented  ·  May 2, 2024  ·  Edit…  ·  Delete…

    The ability to customize a response message once a document is received. For example, someone accesses a form link and completes the document

    Save Submitting...
    Rylee May supported this idea  ·  May 2, 2024

14. Alerts to Sender when Document is not Viewed/Signed

    33 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    10 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Rylee May supported this idea  ·  Apr 12, 2024

15. change expiration on form template

    8 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Valeryia Baranava responded
    Rylee May supported this idea  ·  Apr 5, 2024

16. CPQ calculations: Excel Formulas.

    •  

    •  

    677 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    67 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    • Workflows: Configure quote rules
    • Formulas
    • Rules

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Rylee May supported this idea  ·  Jan 29, 2024

17. Shrink the height of fields (text fields)

    3 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

    Changing Text Field Height Tutorial

    Rylee May supported this idea  ·  Jan 29, 2024

18. Recipient Groups in Forms

    2 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Rylee May supported this idea  ·  Feb 3, 2025

19. notifications when emails are bounced/not delivered

    11 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Lindsey Schocke responded
    Rylee May supported this idea  ·  Nov 17, 2023

20. Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)

    24 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    2 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    Rylee May supported this idea  ·  Nov 8, 2023