Settings and activity

322 results found

1. Variable in Document Name/Title within the bundle

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   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 10, 2025

2. Create one quote using multiple deals in HubSpot

   12 votes

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

   
   

   Anonymous supported this idea  ·  Apr 8, 2025

3. [Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)

   56 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (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!

   Anonymous supported this idea  ·  Apr 3, 2025

4. Notifications for cc recipients whenever document is signed by a Signer

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 1, 2025

5. Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 1, 2025

6. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

   86 votes

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   15 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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.

   Anonymous supported this idea  ·  Apr 1, 2025

7. Multiple lines in variables: insert line breaks in tokens/variables

   11 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 1, 2025

8. Profit margin for each item in Pricing table

   5 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 27, 2025

9. Quickbooks ACH

   129 votes

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   7 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

   Anonymous supported this idea  ·  Mar 25, 2025

10. Ability to add contact details from Monday deal

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 21, 2025

11. upload pictures directly from phone to Pandadoc

    3 votes

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

    
    

    Anonymous supported this idea  ·  Mar 20, 2025

12. Conditional rules for auto reminders

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 18, 2025

13. profit&margin variables

    7 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 5, 2025

14. Export Quote Builder/Pricing table as CSV

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 4, 2025

15. Hide some pages from one of the signers / recipients

    49 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  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.

    Anonymous supported this idea  ·  Mar 4, 2025

16. Change account timezone within the system

    87 votes

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    11 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

    Anonymous supported this idea  ·  Feb 28, 2025

17. Recipient Analytics Reporting

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 28, 2025

18. Drag and drop a folder with files in the Rooms

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 26, 2025

19. Allow recipients the ability to edit the document, potentially add extra documents, and send to an internal team for review before signing

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Anonymous supported this idea  ·  Feb 25, 2025

20. Filter rooms by the action plan completed

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 25, 2025