Settings and activity

127 results found

1. Template Thumbnails (embedding)

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   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

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Idea  ·  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

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   13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   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. Usage Reporting for Content Library Items

   10 votes

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

5. Salesforce Mobile App Capability

   44 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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.

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

6. Partially mask fields

   4 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Aug 28, 2025

7. [Bulk Action] Mass download templates

   51 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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   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'

   23 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  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

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   65 votes

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   11 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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.

   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

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    0 comments  ·  Ideas to Improve PandaDoc » Workflows  ·  Delete…  ·  Admin →
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    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

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

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

    188 votes

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

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    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

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded
    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jun 30, 2025

15. Rooms for Salesforce

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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    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

    352 votes

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    26 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 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

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    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  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

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    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

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

20. Card Details field for Authorize.net

    16 votes

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