Settings and activity

45 results found

1. Pass cost with Hubspot product mapping

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Ollie Stacey supported this idea  ·  Sep 16, 2025

2. Update unit cost in Hubspot

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Ollie Stacey supported this idea  ·  Sep 16, 2025

3. Push ALL HubSpot product line items to pricing table in PandaDoc

   10 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Ollie Stacey supported this idea  ·  Sep 16, 2025

4. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

   21 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Ollie Stacey supported this idea  ·  Sep 16, 2025

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

   353 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.

   Ollie Stacey supported this idea  ·  Sep 11, 2025

6. Ability to resize an image within a table

   9 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   Ollie Stacey supported this idea  ·  May 20, 2025

7. show cost and profit margin per line item even when the document is sent/completed

   12 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Ollie Stacey supported this idea  ·  Jan 30, 2025

8. Ability to switch the entire catalogue currency.

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Ollie Stacey supported this idea  ·  Dec 23, 2024

9. Move documents to folders based on status: ability to set a default Documents tab view and transfer documents into folders

   6 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Ollie Stacey supported this idea  ·  Dec 23, 2024

10. Automatically change document status if opportunity is closed.

    20 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Ollie Stacey supported this idea  ·  Dec 23, 2024

11. hide the discount column automatically if the discount is 0%

    28 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Ollie Stacey supported this idea  ·  Dec 23, 2024

12. Ability to create custom automations on the document level

    21 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Ollie Stacey supported this idea  ·  Dec 23, 2024

13. [Quote Builder] Ability to view hidden columns after the document is sent

    27 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Ollie Stacey commented  ·  Nov 18, 2024  ·  Edit…  ·  Delete…

    I would love to see this after document is SENT. We often hide pricing breakdowns from customers to simplify matters, but then need to view this info retrospectively. At the moment, we have to go in and edit the document or create a copy to review the hidden field info.

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    Ollie Stacey supported this idea  ·  Nov 18, 2024

14. [Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Ollie Stacey supported this idea  ·  Aug 23, 2024

15. Revision Renaming

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Ollie Stacey supported this idea  ·  Aug 23, 2024

16. Move Completed document to a folder based on "name contains" value

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Ollie Stacey supported this idea  ·  Aug 21, 2024

17. Automatically Move a Document to a Specified Folder Based on Specific Field Criteria

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Ollie Stacey supported this idea  ·  Aug 21, 2024

18. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    45 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  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.

    Ollie Stacey supported this idea  ·  Aug 15, 2024

19. Section auto numbering

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Ollie Stacey supported this idea  ·  Aug 2, 2024

20. Horizontal line / separator (block) similar to MS word

    24 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Ollie Stacey supported this idea  ·  Jul 29, 2024