Settings and activity

30 results found

1. Instamed to be added as option for payment gateways

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Apr 18, 2025

2. Ability to adjust the automatic zoom on the mobile app

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   0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Apr 15, 2025

3. Ability to map products to pricing tables and pricing section in bulk

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Apr 14, 2025

4. Ability to place rules on the pricing table, so only specific line items from the Hubspot deal populate specific pricing tables

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Apr 14, 2025

5. Ability to have a combined variable for hardware in a summary table at the end of the document.

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Apr 14, 2025

6. document and template create date to change when you make changes to it

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Apr 11, 2025

7. document made from a specific template get a tag automatically

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   Adding Tags to Documents Automatically

   Anonymous shared this idea  ·  Apr 1, 2025

8. Ability to copy and paste table to a different document

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Mar 21, 2025

9. Use Greenhouse template to create a document

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Mar 21, 2025

10. dropdown option to be alligned to the text

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Mar 17, 2025

11. Ability to automatically assigned the deal owner to the template role when using Pipedrive

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Mar 3, 2025

12. Option for all the contract that have NOT sent for approval to have a water mark on it - watermark will be removed once it has been approved

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Feb 28, 2025

13. Hide/Disable mention of payments where there is no balance

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Feb 25, 2025

14. Merge data of multiple quote builder blocks

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Feb 20, 2025

15. Change status of an expired document in bulk

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Feb 20, 2025

16. Form Routing to Different Emails (using dropdown)

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Feb 20, 2025

17. warning notification if the document is not yet viewed

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Feb 11, 2025

18. Send the document automatically after approval

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    12 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

    An error occurred while saving the comment
    Anonymous commented  ·  Feb 5, 2025  ·  Edit…  ·  Delete…

    To have an option for automation when the document is approved then it will automatically sent to the signer.

    Save Submitting...
    Anonymous supported this idea  ·  Feb 5, 2025

19. Have an "Admin" style e-mail option

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 28, 2025

20. Change sensitivity for form field snapping and nudging

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 27, 2025