Settings and activity

324 results found

1. Add a new Document-level Variable for Documented-Completed-Date

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   3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Sep 28, 2025

2. Text Block Visibility Based on Empty Variables

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   0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Sep 27, 2025

3. To be able to manually change the document status of Approved documents

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

   Grace Ann Bacolod supported this idea  ·  Sep 27, 2025

4. Capability to add QB to cover pages and uploaded pages.

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Sep 27, 2025

5. Conditional Logic Between Form Fields and Pricing Tables

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   0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Sep 26, 2025

6. Connecting multiple fields to one field using conditional rules.

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Sep 25, 2025

7. Setup which PandaDoc activities are shown in HubSpot activity feed

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Sep 25, 2025

8. Option to have Send Document EmailL content to be in the Hubspot activity

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

   Grace Ann Bacolod supported this idea  ·  Sep 25, 2025

9. Include document status as a standard filter for document repository reporting

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Grace Ann Bacolod supported this idea  ·  Sep 22, 2025

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

    23 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Grace Ann Bacolod supported this idea  ·  Sep 21, 2025

11. Permissions for specific documents: Private documents (Password protect documents internally)

    200 votes

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

    Grace Ann Bacolod supported this idea  ·  Sep 20, 2025

12. Lock fields position on a template/document

    59 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

    Grace Ann Bacolod supported this idea  ·  Sep 19, 2025

13. Notifications settings from documents created from Forms to be separated from the notifications for the regular documents

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Grace Ann Bacolod supported this idea  ·  Sep 19, 2025

14. Automate Canceling/Deleting/Expiring Documents from Salesforce with Status Sync to PandaDoc

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Sep 18, 2025

15. When status changed to Completed, generate a draft document

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Sep 17, 2025

16. Ability to export a list of CONTACTS who completed a document.

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Sep 14, 2025

17. Schedule Sending documents

    287 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Grace Ann Bacolod supported this idea  ·  Sep 13, 2025

18. Limit supported file types accepted by Collect Files Field

    10 votes

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

    
    

    Grace Ann Bacolod supported this idea  ·  Sep 12, 2025

19. Collect fiels field: setup file type

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Grace Ann Bacolod supported this idea  ·  Sep 12, 2025

20. preview recipient email view

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    Grace Ann Bacolod supported this idea  ·  Sep 12, 2025