Settings and activity

306 results found

1. Ability to embed fields in the downloaded PDF

   16 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana commented  ·  Jun 24, 2025  ·  Edit…  ·  Delete…

   Show fields when the document is downloaded as PDF

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   Jaynna Ellis Dela Llana shared this idea  ·  Jul 19, 2023

2. Pull Hubspot rich text fields

   11 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Jaynna Ellis Dela Llana supported this idea  ·  Jun 19, 2025

3. ChargeBee

   15 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Jaynna Ellis Dela Llana supported this idea  ·  Jun 18, 2025

4. Reporting: option to include recipients' phone numbers

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  Jun 3, 2025

5. Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer

   24 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  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  ·  Jun 1, 2025

6. Variables contain formulas: Excel formulas

   94 votes

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   3 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  ·  Jun 1, 2025

7. [Quote Builder]: Ability to use with iPaaS like Make.com, Zapier, Workato

   28 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana supported this idea  ·  May 27, 2025

8. SSO: Ability to login using email alias

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana shared this idea  ·  May 14, 2025

9. Enhanced 2-Way Product Sync between Salesforce and PandaDoc

   6 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Jaynna Ellis Dela Llana commented  ·  May 14, 2025  ·  Edit…  ·  Delete…

   2 Way Sync: Update Opportunity Products when PandaDoc pricing table or quote builder is updated.

   This feature should also be available to other Salesforce Object like Quote Object.

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   Jaynna Ellis Dela Llana supported this idea  ·  May 14, 2025

10. Automation: Add Triggers like Expired and Declined Documents

    1 vote

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

11. Payment Gateway: WeTravel Payments via API

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana shared this idea  ·  May 1, 2025

12. Reminder customization: Customize the text in reminder message

    371 votes

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    36 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  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  ·  Apr 29, 2025

13. Created documents get put in folder you are in

    6 votes

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    1 comment  ·  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  ·  Apr 22, 2025

14. Salesforce: Refresh Data

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Apr 15, 2025

15. Bulk send: Allow to use the same email address for different recipients if other data differs

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Jaynna Ellis Dela Llana supported this idea  ·  Apr 14, 2025

16. Attachment on email body: use attachments in saved messages

    4 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  ·  Apr 3, 2025

17. Make all fields required in single click

    7 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  ·  Apr 3, 2025

18. Quote builder design: ability to change 'Text' column alignment.

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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  ·  Mar 31, 2025

19. Use Smart content with shared content library items

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Jaynna Ellis Dela Llana supported this idea  ·  Mar 31, 2025

20. 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