Settings and activity

659 results found

1. Conditional logic for Hubspot

   6 votes

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   Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Feb 12, 2026  ·  Edit…  ·  Delete…

   If the Venue fields are filled in PandaDoc → we want a Deal checkbox property (e.g., “Venue Details Completed”) to automatically be set to TRUE.
   • If the Venue fields are empty → the checkbox should remain FALSE.
   • We do NOT want to display this checkbox inside PandaDoc.
   • The checkbox should only reflect whether the venue fields were completed in the document.

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2. Get a pop-up notification from the app when one of your clients signs a contract

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Feb 11, 2026

3. Automation: Create a lead in Salesforce once a document is signed

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Feb 10, 2026

4. Remove/delete grand total (not just hide)

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Feb 3, 2026

5. Option to restrict access to the workspace for the Account owner/Admin

   18 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded
   Savannah Faulkner supported this idea  ·  Feb 2, 2026

6. Automation that would eliminate the need to manually add the recipients and select Send after generating the document via HubSpot.

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   0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Edit…  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jan 26, 2026

7. Send notification to sender once a payment is initiated by a recipient

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Edit…  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jan 26, 2026

8. Ability to customize the order of the variables on the variables tab (more than by category and document folder)

   3 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Jan 21, 2026  ·  Edit…  ·  Delete…

   *Document order

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   Savannah Faulkner shared this idea  ·  Jan 21, 2026

9. Embedded Signing/ iFrame functionality

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   0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jan 21, 2026

10. Change logo shown on desktop tab to match branding setting logo

    3 votes

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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  ·  Jan 15, 2026

11. Built-in automation to tag documents based on form field selections

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 14, 2026

12. E.firma for compliance in Mexico

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Jan 6, 2026

13. View the usage credits used with Make.com documents

    2 votes

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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  ·  Dec 31, 2025

14. Automation: attach a document to a Salesforce Lead object

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Dec 30, 2025

15. Include "expiration date"/"renewal date" into the report.

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Dec 11, 2025

16. Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Dec 11, 2025

17. Ability for HubSpot to work with the Service object

    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  ·  Dec 9, 2025

18. Document value based on variable

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Dec 3, 2025

19. End users can not re-start a form if there’s an existing open document for that form.

    47 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

    Savannah Faulkner supported this idea  ·  Dec 3, 2025

20. Add the PandaDoc widget to the new Sales Workspace Deal Sidebar in 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  ·  Dec 3, 2025