Settings and activity

130 results found

1. Conditional fields for content library

   37 votes

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   13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

2. 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

3. 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

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

4. 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

5. [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

   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

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

   21 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Aug 22, 2025

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

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   60 votes

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   10 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

8. 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

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

   27 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

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

    145 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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  ·  Jul 1, 2025

11. Change the sender

    21 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

12. 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  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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

13. Rooms for Salesforce

    12 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

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

    346 votes

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    25 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

15. 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  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Jun 18, 2025

16. 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

17. 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

18. Card Details field for Authorize.net

    15 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

19. Set a Saved Message on the template level

    50 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (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  ·  Feb 13, 2025

20. Ability to remove Space if no variables is passed

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    AdminKaren O'Connor (Senior Customer Success Manager, PandaDoc) supported this idea  ·  Feb 11, 2025