Settings and activity

141 results found

1. Drop down fields in the quote builder

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   1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jonathan Monje shared this idea  ·  May 13, 2026
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   Jonathan Monje commented  ·  May 13, 2026  ·  Edit…  ·  Delete…

   The ability to use drop-down fields within the quote builder for selection.

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2. Move send document button to the top of the page

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Jonathan Monje shared this idea  ·  Aug 7, 2025

3. Option to disable the document forwarded notification for the Sender

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Jonathan Monje supported this idea  ·  May 15, 2025

4. Hide rooms

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   0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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   Jonathan Monje shared this idea  ·  Feb 19, 2025

5. Option to sort the documents by several combinations

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Jonathan Monje commented  ·  Jan 27, 2025  ·  Edit…  ·  Delete…

   ability to sort documents and files in this manner within 'Room'

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6. show cost and profit margin per line item even when the document is sent/completed

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   3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jonathan Monje commented  ·  Dec 5, 2024  ·  Edit…  ·  Delete…

   The ability to view the ‘cost’ column on a pricing table after the document is sent out. Currently, it does not seem possible without placing the document back into edit mode.

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   Jonathan Monje supported this idea  ·  Dec 5, 2024

7. Continued numbered list with letters

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   3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Jonathan Monje shared this idea  ·  Dec 3, 2024

8. Conditional formulas in Pricing Table

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Jonathan Monje supported this idea  ·  Sep 10, 2024

9. 'In progress' Document Status

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Jonathan Monje shared this idea  ·  Aug 27, 2024

10. Modify iframe design when using embedded links

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    Jonathan Monje shared this idea  ·  Aug 20, 2024

11. Embed document iframe within the editor

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    Jonathan Monje shared this idea  ·  Aug 7, 2024

12. Omit zero values for pricing tables (show them blank)

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    5 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Jonathan Monje commented  ·  Aug 1, 2024  ·  Edit…  ·  Delete…

    Create blank value for quantity column

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    Jonathan Monje commented  ·  Jan 18, 2024  ·  Edit…  ·  Delete…

    The ability to have blank values within the pricing table price column. i.e Rather than just a $0.00 for a blank value

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    Jonathan Monje supported this idea  ·  Jan 18, 2024

13. Installments: custom interval

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Jonathan Monje commented  ·  Jul 26, 2024  ·  Edit…  ·  Delete…

    The ability to set specific dates for installments outside of the selection provided.

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    Jonathan Monje supported this idea  ·  Jul 26, 2024

14. Set value to 0 to not require payment

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Jonathan Monje shared this idea  ·  Jul 15, 2024

15. Creating rooms through API

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    Jonathan Monje shared this idea  ·  Jul 15, 2024

16. Restore Deleted Contacts / Contacts list version history.

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Jonathan Monje supported this idea  ·  Jul 10, 2024

17. Reporting metrics on users

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Jonathan Monje shared this idea  ·  Jul 8, 2024

18. Link Forms to crm

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Jonathan Monje shared this idea  ·  Jul 1, 2024

19. [bulk action] download contacts

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    Jonathan Monje shared this idea  ·  Jun 27, 2024

20. HubSpot fields required to be filled out in order to send PandaDoc document

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Jonathan Monje shared this idea  ·  Jun 20, 2024