Settings and activity

572 results found

1. White-labeling: Use workspace name as a sender

   7 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Aug 20, 2025  ·  Edit…  ·  Delete…

   Would prefer to use the workspace name as the sender, instead of the organization name

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   Savannah Faulkner supported this idea  ·  Jun 26, 2025

2. Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option

   3 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Aug 19, 2025

3. Remove "Document contains a payment" notification when sending a document via link

   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  ·  Jul 31, 2025

4. Add recipient's first name and last name while forwarding

   8 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Savannah Faulkner commented  ·  Jul 28, 2025  ·  Edit…  ·  Delete…

   Currently, when a document is forwarded to another person, when they click to sign, it applies their email automatically since it doesn't know their name. It would be nice if they were given the option to add their name so the signature doesn't automate the email.

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   Savannah Faulkner supported this idea  ·  Jul 28, 2025

5. EU Server integration with Zapier

   9 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Jul 22, 2025

6. n8n.io

   7 votes

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

7. EU data residency with Pipedrive

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

8. Use custom variables/fields in forms

   68 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Delete…  ·  Admin →
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   Early Access  ·  Valeryia Baranava responded

   Hi,
   Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com.

   Savannah Faulkner supported this idea  ·  Jun 26, 2025

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

   2 votes

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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

10. 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

11. Custom role ability to create automations

    7 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

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

    3 votes

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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

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

    10 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Savannah Faulkner supported this idea  ·  Jun 4, 2025

14. 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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    Valeryia Baranava responded
    Savannah Faulkner supported this idea  ·  May 12, 2025

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

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  May 1, 2025  ·  Edit…  ·  Delete…

    Ability to send a PandaDoc document when a HubSpot deal stage changes

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    Savannah Faulkner supported this idea  ·  Apr 7, 2025

16. list report about who downloaded the document

    12 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Savannah Faulkner supported this idea  ·  Apr 30, 2025

17. 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

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

    46 votes

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

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

    Savannah Faulkner supported this idea  ·  Apr 28, 2025

19. Transfer the ownership of the template

    32 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded
    Savannah Faulkner supported this idea  ·  Apr 21, 2025

20. 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