Settings and activity

619 results found

1. View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jun 17, 2025

2. Ability for a user to approve documents without needing access to "Can view any document."

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jun 12, 2025

3. Custom role ability to create automations

   6 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jun 11, 2025

4. Choose/ set up delivery method on Template per role

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jun 9, 2025

5. Generate links for documents in bulk, generate and send via links for bulk send

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  Jun 4, 2025

6. The ability to restore deleted inline comments

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  May 12, 2025

7. HubSpot Workflow/ Automation: Send a PandaDoc document when a HubSpot deal stage changes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  May 1, 2025

8. list report about who downloaded the document

   11 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  Apr 30, 2025

9. Ability to change the properties of multiple text fields at once

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Apr 30, 2025

10. Apply to design / custom font / color for page numbering

    43 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    Savannah Faulkner supported this idea  ·  Apr 28, 2025

11. Change Form owner

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Apr 21, 2025

12. Transfer the ownership of the template

    28 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Savannah Faulkner supported this idea  ·  Apr 21, 2025

13. Do not link document to the CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Apr 17, 2025

14. The ability to map fields in Salesforce from a quote to the total section of the pricing table.

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Savannah Faulkner supported this idea  ·  Apr 17, 2025

15. 2 way sync Zoho

    44 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  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.

    Savannah Faulkner supported this idea  ·  Apr 16, 2025

16. Collect files field has option to show the file / Collect files field file is visible in a document

    17 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    Savannah Faulkner supported this idea  ·  Apr 15, 2025

17. Option to Disable Payment Reminders for Individual Documents

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Apr 15, 2025

18. Option to add attachments to the Room home page

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    1 comment  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Apr 11, 2025  ·  Edit…  ·  Delete…

    Powerpoint option as well

    Save Submitting...
    Savannah Faulkner shared this idea  ·  Apr 11, 2025

19. Hide the Timeline panel on the right side of the Overview page

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    0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Apr 9, 2025

20. Automations with Hubspot: automatically send document when deal stage changes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Apr 7, 2025