Settings and activity

683 results found

1. Edit text formatting in template when using data merge feature

   8 votes

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Apr 23, 2026

2. More formatting options for pricing table cells. (see description)

   10 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded
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   Savannah Faulkner commented  ·  Apr 22, 2026  ·  Edit…  ·  Delete…

   Left and center alignment options for the QTY

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3. Pass custom product fields into pricing table on Template instead of Document using Hubspot

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Apr 17, 2026

4. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents

   8 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Savannah Faulkner supported this idea  ·  Apr 16, 2026

5. Automatically apply a recipients name to the document title when downloading

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Apr 14, 2026

6. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

   3 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Apr 14, 2026  ·  Edit…  ·  Delete…

   The ability to use different account roles for each template would be good

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   Savannah Faulkner shared this idea  ·  Jun 14, 2024

7. Open the template that is stored in a custom field on the Quote record in Salesforce, instead of manually choosing a template

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Apr 1, 2026

8. UKG Integration

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Mar 31, 2026

9. Transfer / swap user licenses from one user to another

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   36 votes

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   3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  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.

   Savannah Faulkner supported this idea  ·  Mar 31, 2026

10. [Bulk Action] Update Contacts via CSV

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 24, 2026

11. Restrict folder without changing user role

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 23, 2026

12. Remove CC recipient from Expired document

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 23, 2026

13. Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.

    13 votes

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    Not Planned  ·  1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 17, 2026

14. ChargeBee

    17 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded
    Savannah Faulkner supported this idea  ·  Mar 17, 2026

15. API: Sender parameter take precedent over owner parameter

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 13, 2026

16. Page borders

    10 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 13, 2026
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    Savannah Faulkner commented  ·  Mar 13, 2026  ·  Edit…  ·  Delete…

    Design options, like being able to add a colored bar to the very edges of the page

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17. QES providers approved in Switzerland

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 13, 2026

18. Prevent documents from automatically linking to opportunities when they are created from Salesforce.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 5, 2026

19. Show the workspace name instead of the account name in email notifications

    6 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 3, 2026

20. Push content from document into Freshsales

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 2, 2026