Settings and activity

289 results found

1. Import data from Excel into document fields in PandaDoc

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Jaynna Ellis Dela Llana supported this idea  ·  Mar 28, 2025

2. Smart content - automatically remove blank page when smart content is not triggered and inserted

   7 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Jaynna Ellis Dela Llana supported this idea  ·  Mar 24, 2025
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   Jaynna Ellis Dela Llana commented  ·  Mar 24, 2025  ·  Edit…  ·  Delete…

   If the document is blank due to conditional logic, please remove the blank pages.

   Save Submitting...

3. The option to pull the info to a regular table (not pricing) via API.

   11 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Mar 21, 2025

4. Card Details field for Authorize.net

   13 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Mar 21, 2025

5. attach bundle documents as a single file upon completion

   14 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Jaynna Ellis Dela Llana supported this idea  ·  Mar 13, 2025

6. Attachment in Mobile Apps

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Mar 11, 2025

7. Allow Bulk Send to send multiple documents to the same email

   29 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Other  ·  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.

   Jaynna Ellis Dela Llana supported this idea  ·  Mar 7, 2025
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   Jaynna Ellis Dela Llana commented  ·  Jun 30, 2023  ·  Edit…  ·  Delete…

   Allow bulk send to send documents to same email address

   Save Submitting...

8. Shopify Product sync

   9 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Mar 7, 2025

9. Send completed docs to folders through variable token

   6 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Mar 6, 2025

10. Pass images from CRMs to documents using tokens/variables

    66 votes

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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.

    Jaynna Ellis Dela Llana supported this idea  ·  Mar 6, 2025

11. MM/DD/YY date format

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Mar 6, 2025

12. Ability to adjust the size of all fields (checkboxes) at the same time

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Jaynna Ellis Dela Llana supported this idea  ·  Mar 6, 2025

13. [Bulk Send] Send via SMS

    15 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  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!

    Jaynna Ellis Dela Llana supported this idea  ·  Mar 6, 2025

14. Reporting: Include Unique Recipient Links

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Mar 5, 2025

15. Lock completed documents

    27 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Mar 4, 2025

16. Downloading attachments along with the document they are attached to

    195 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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.

    Jaynna Ellis Dela Llana supported this idea  ·  Feb 28, 2025

17. Add documents to a bundle

    17 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Jaynna Ellis Dela Llana supported this idea  ·  Feb 28, 2025

18. Document list: remove documents without deleting them

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Feb 27, 2025

19. Export Field Data into CSV or Excel file

    137 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Jaynna Ellis Dela Llana supported this idea  ·  Feb 26, 2025

20. Discount for catalog items (products)

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Feb 25, 2025