Settings and activity

608 results found

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

   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 17, 2025

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

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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

3. 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

4. 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

5. Option to Disable Payment Reminders for Individual Documents

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

6. More content options for a Room Homepage

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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

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   Savannah Faulkner shared this idea  ·  Apr 11, 2025

7. 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

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

   3 votes

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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

9. Calculate tax by location

   15 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Apr 4, 2025

10. Signing order for CC recipients: CC person view first then only the signer recipients need to sign

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (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!

    Savannah Faulkner supported this idea  ·  Apr 3, 2025

11. Ability to disconnect Stripe from one workspace without it disconnecting from all of the workspaces

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Apr 2, 2025

12. Import contacts directly from Quickbooks Online

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 31, 2025

13. When using the in person sign feature, automatically open the document in a browser instead of the PandaDoc app

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 27, 2025

14. Payment required to view the document

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Mar 27, 2025  ·  Edit…  ·  Delete…

    Do not allow the recipient to view the document until they have made a full payment

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    Savannah Faulkner supported this idea  ·  Mar 27, 2025

15. Add divider lines to quote builder columns

    2 votes

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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  ·  Mar 25, 2025

16. [Quote Builder]: Ability to edit spacing in quote builder (Design)

    18 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    Idea  ·  Lindsey Schocke responded

    
    

    Savannah Faulkner supported this idea  ·  Mar 25, 2025
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    Savannah Faulkner commented  ·  Jun 7, 2024  ·  Edit…  ·  Delete…

    Adjust spacing between sections

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17. Have all the Installment details be visible to the approver

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 24, 2025

18. Redirect button on the completed document email

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    0 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 18, 2025

19. Feature that disables the download option by default and automatically enables it once the document has been approved

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Mar 13, 2025

20. e-Apostille

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    0 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 11, 2025