Settings and activity

42 results found

1. Hubspot automation improvement

   8 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminLiezl C (Admin, PandaDoc) commented  ·  Mar 16, 2025  ·  Edit…  ·  Delete…

   When using the "Update, add, and remove line items in HubSpot whenever a document status changes" automation, the products added at the document level in PandaDoc are not created in HubSpot products, and there is no easy way to add them to HubSpot’s product list.

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   AdminLiezl C (Admin, PandaDoc) shared this idea  ·  Mar 16, 2025

2. [Bulk Action] Apply Automation to All Templates at once

   10 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Aug 12, 2024

3. Reminder customization: Customize the text in reminder message

   380 votes

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   39 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.

   AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Aug 1, 2024

4. Copy Smart content Templates between workspace

   36 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   On Roadmap  ·  Valeryia Baranava 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.

   AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Jul 21, 2024

5. 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

   
   

   AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Jul 21, 2024

6. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

   28 votes

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   Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Jun 25, 2024

7. 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  ·  Valeryia Baranava responded

   
   

   AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Jun 19, 2024

8. Salesforce: merge multiple tokens into one field

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminLiezl C (Admin, PandaDoc) shared this idea  ·  Feb 29, 2024

9. Upload multiple files in a single collect files field

   40 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Jan 22, 2024

10. Field tags - 'Autofill with Signing Date'

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    4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Dec 12, 2023

11. Apply pricing table number of decimals to calculations also

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Nov 30, 2023

12. Duplicate document within PandaDoc panel/widget in Salesforce

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) shared this idea  ·  Nov 20, 2023

13. Restore Deleted Contacts / Contacts list version history.

    17 votes

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

    
    

    AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Sep 25, 2023

14. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

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    16 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. Please check back for updates.

    AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Sep 18, 2023

15. Conditional fields for content library

    39 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Sep 17, 2023

16. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    131 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Jul 7, 2023

17. Template Activity Tab

    6 votes

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

    
    

    AdminLiezl C (Admin, PandaDoc) shared this idea  ·  Apr 19, 2023

18. Replace source file for Forms [Workaround in comments]

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

    An error occurred while saving the comment
    AdminLiezl C (Admin, PandaDoc) commented  ·  Apr 12, 2023  ·  Edit…  ·  Delete…

    Link for workaround - https://share.getcloudapp.com/geuyGwZQ

    Save Submitting...

19. Signature Certificate: Hide or Remove Information from signature certificate

    95 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged. Please check back for updates.

    AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Jun 21, 2022

20. Improve PDF output

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminLiezl C (Admin, PandaDoc) supported this idea  ·  Apr 7, 2022