Settings and activity

678 results found

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

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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

2. UKG Integration

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   Savannah Faulkner shared this idea  ·  Mar 31, 2026

3. 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

4. [Bulk Action] Update Contacts via CSV

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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

5. Restrict folder without changing user role

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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

6. 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

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

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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

8. 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

9. 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

10. 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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11. QES providers approved in Switzerland

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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

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

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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

13. 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

14. Push content from document into Freshsales

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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

15. Ability for SSO group-based provisioning to also apply to existing users on future logins

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 25, 2026

16. Push recurring totals from Quote Builder to HubSpot Deal properties after document completion

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 25, 2026

17. Ability to import products not associated with the Salesforce Opportunity

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 24, 2026

18. send emails from the Company name

    21 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Feb 24, 2026  ·  Edit…  ·  Delete…

    Allow customer to choose whether the subject line defaults to FirstName / LastName in their account or the Company Name specified in Payment Details.
    - Example: (FirstName LastName sent you Document Name) or (Company Name sent you Document Name)

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    Savannah Faulkner supported this idea  ·  Feb 22, 2024

19. Auto delegate Signatures & Approvals

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Feb 20, 2026

20. Conditional approval based on HubSpot field

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Feb 19, 2026  ·  Edit…  ·  Delete…

    In an ideal world, I'd like the approval to go to a certain person if the ARR of the associated deal is over a certain amount, and not go to that person if it is under a certain amount.

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    Savannah Faulkner shared this idea  ·  Feb 19, 2026