Settings and activity

54 results found

1. Fillable fields placed inline with text blocks and tables

   29 votes

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   Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Mar 4, 2026

2. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

   48 votes

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   6 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  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.

   AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Feb 13, 2026

3. Melbourne Time Zone

   4 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   AdminElly San Juan (Admin, PandaDoc) commented  ·  Dec 5, 2025  ·  Edit…  ·  Delete…

   Addtional request from client arthur@artwealth.com.au (posting on behalf):
   This is important as some other businesses rely on the audit log and the time stamps need to be correct and in the same time zone to be valid. it’s strange that you have Brisbane but not Sydney/Melbourne
   Ticket: https://app.intercom.com/a/inbox/xhbviy7k/inbox/admin/7622669/conversation/215472132747100?view=List

   Save Submitting...
   AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Dec 5, 2025

4. Allow Collaborators to use search function

   7 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   AdminElly San Juan (Admin, PandaDoc) commented  ·  Nov 7, 2025  ·  Edit…  ·  Delete…

   Make "Shared with me" Documents searchable"

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5. Greenhouse integration for Forms

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   AdminElly San Juan (Admin, PandaDoc) shared this idea  ·  Sep 16, 2025

6. Update Signing Order once document is sent via API

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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   AdminElly San Juan (Admin, PandaDoc) shared this idea  ·  Sep 8, 2025

7. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

   18 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Jun 10, 2025

8. [Bulk Action] Mass download templates

   51 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

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

   AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  May 6, 2025

9. The Signing order should be set on Bundling feature.

   8 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Feb 11, 2025

10. Copy document sequence number when using "transfer data to" option

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Feb 11, 2025

11. Edit template via mobile

    13 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Feb 11, 2025

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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    Idea  ·  Lindsey Schocke responded
    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Dec 23, 2024

13. CLI - Ability to upload docx file in Editable type

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) shared this idea  ·  Aug 9, 2023

14. Quality of the uploaded PDF

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Dec 11, 2022

15. Ability to rename a Sent document when on viewing mode (opened document)

    9 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Dec 5, 2022

16. Save fields values' when a document is downloaded as docx(word)

    29 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

    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!

    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Dec 5, 2022

17. [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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    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Nov 13, 2022
    An error occurred while saving the comment
    AdminElly San Juan (Admin, PandaDoc) commented  ·  Nov 13, 2022  ·  Edit…  ·  Delete…

    quote builder to be available in Zapier

    Save Submitting...

18. Option to have a recipient to sign the document and forward it to another signer with saved field values

    47 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (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!

    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Sep 20, 2022

19. [Hubspot] turn off the auto-CC of a recipient for documents created in Hubspot

    12 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Sep 20, 2022

20. Find and Replace All feature within a document / template

    212 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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.

    AdminElly San Juan (Admin, PandaDoc) supported this idea  ·  Sep 10, 2022