Settings and activity

123 results found

1. Template Thumbnails (embedding)

   4 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 » Integrations  ·  Delete…  ·  Admin →
   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Mar 13, 2026

2. Add new public API to download a PDF version of a Template

   5 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 » API  ·  Delete…  ·  Admin →
   Lindsey Schocke responded
   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Mar 13, 2026

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 →
   Not Planned  ·  Valeryia Baranava responded

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

   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Sep 17, 2025

4. CLI reporting: which templates/documents each content library item has been used in

   13 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 » Templates & Libraries  ·  Delete…  ·  Admin →
   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Sep 17, 2025

5. Salesforce Mobile App Capability

   45 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

   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Sep 10, 2025

6. Partially mask fields

   4 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 →
   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Aug 28, 2025

7. [Bulk Action] Mass download templates

   51 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 » Templates & Libraries  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Aug 28, 2025

8. Conditional fields: 'Hide these fields' option along with 'Show these fields'

   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 » Fillable Fields & Variables  ·  Delete…  ·  Admin →
   Valeryia Baranava responded
   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Aug 22, 2025

9. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

   •  

   67 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

   11 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jul 31, 2025

10. CPQ Workflow - ability to delete workflows under My Workflow items

    4 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 » Workflows  ·  Delete…  ·  Admin →
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jul 15, 2025

11. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    29 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

    14 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jul 15, 2025

12. Image Editing Capabilities (crop, rotate, flip, resize scale etc)

    192 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

    19 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
    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.

    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jul 1, 2025

13. Change the sender

    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 » Other  ·  Delete…  ·  Admin →
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jun 30, 2025

14. Use text values in pricing column: add text to the price column in the pricing table

    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 » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jun 30, 2025

15. Rooms for Salesforce

    14 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 » Rooms  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jun 30, 2025

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

    357 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 →
    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.

    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jun 25, 2025

17. Allow 'page' titles to be edited

    •  

    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

    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
    Valeryia Baranava responded
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jun 18, 2025

18. Different company names for whitelabeling accounts/multiple workspace

    5 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 » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jun 5, 2025

19. Set value to 0 to not require payment

    4 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 » Quote to Cash  ·  Delete…  ·  Admin →
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Mar 6, 2025

20. Card Details field for Authorize.net

    16 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

    4 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Mar 6, 2025