Settings and activity

453 results found

1. [Integration]: Go High Level CRM

   14 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded
   Savannah Faulkner supported this idea  ·  Sep 23, 2026

2. Disable document download for collaborators

   5 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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3. Disable recipient download/print PDF option for a document but send PDF copy via email after signing

   15 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  ·  Sep 21, 2026

4. The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.

   10 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Sep 15, 2026

5. Clio integration

   2 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Sep 8, 2026

6. HubSpot Workflow: deal trigger

   2 votes

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

7. Add documents to a bundle

   20 votes

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   4 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Valeryia Baranava responded
   Savannah Faulkner supported this idea  ·  Aug 21, 2026

8. Measure how many HubSpot deals we have sent a Room to

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Rooms  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Aug 18, 2026

9. Pass images from CRMs to documents using tokens/variables

   67 votes

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   14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

   Savannah Faulkner supported this idea  ·  Aug 13, 2026

10. SSO: SCIM 2.0

    40 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Aug 11, 2026

11. Status: different status after each signer has signed and it has been sent to the next recipient

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Aug 5, 2026  ·  Delete…

    Would be beneficial if the status updated to a "one party signed" or "pending final party" depending on how many recipients have signed

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    Savannah Faulkner shared this idea  ·  Jun 3, 2026

12. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

    153 votes

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    33 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

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

    An error occurred while saving the comment
    Savannah Faulkner commented  ·  Aug 5, 2026  ·  Delete…

    status updated to a "one party signed" or "pending final party" based on how many recipients have signed

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    Savannah Faulkner commented  ·  May 31, 2023  ·  Delete…

    Ability to change document status to "Closed Lost"

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    Savannah Faulkner supported this idea  ·  May 31, 2023

13. The ability to prevent the syncing back of a 0 quantity product to the 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  ·  Jul 31, 2026

14. Automation: Create a folder when a document is sent. Title should contain the recipients company name

    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 24, 2026

15. Export variables value

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded
    Savannah Faulkner supported this idea  ·  Jul 22, 2026

16. Export Field Data into CSV or Excel file

    152 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

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    Savannah Faulkner commented  ·  Jul 22, 2026  ·  Delete…

    Include variable data

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    Savannah Faulkner supported this idea  ·  Mar 3, 2023

17. Ability to view who made what edits on a completed document. Essentially the Version History for a completed document

    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 21, 2026

18. Option to delete pages for conditional content on a document level

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Jul 20, 2026

19. Ability to export a list of templates created by a specific user

    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 17, 2026

20. export the template details into a spreadsheet

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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    Savannah Faulkner supported this idea  ·  Jul 17, 2026