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1. Keep the formatting when importing Google Doc

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Feb 8, 2024

2. Add footer and page background to content library items

   7 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Feb 8, 2024
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   Savannah Faulkner commented  ·  Feb 8, 2024  ·  Edit…  ·  Delete…

   Also, the ability to add the header.

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3. Customers / recipients can edit variables

   40 votes

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   5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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  ·  Feb 7, 2024

4. To be able to upload editable powerpoint

   15 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  Feb 6, 2024

5. send the document to recipients first before sending for approval

   4 votes

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   0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  Feb 6, 2024

6. pre-set an email subject line for multiple templates

   6 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Delete…  ·  Admin →
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   Savannah Faulkner supported this idea  ·  Feb 5, 2024

7. Connect two separate CRM accounts to one PandaDoc workspace.

   7 votes

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   2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  Feb 5, 2024

8. Change document value via Zapier

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   0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Savannah Faulkner shared this idea  ·  Jan 31, 2024

9. ability to add two or more tokens to one merge field

   5 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Savannah Faulkner supported this idea  ·  Jan 30, 2024

10. Notifications setting via PandaDoc Mobile App

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Mobile  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

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    Savannah Faulkner commented  ·  Jan 30, 2024  ·  Edit…  ·  Delete…

    Remove expiration notification from the mobile app

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    Savannah Faulkner supported this idea  ·  Jan 30, 2024

11. Shrink the height of fields (text fields)

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

    Changing Text Field Height Tutorial

    Savannah Faulkner shared this idea  ·  Jan 29, 2024

12. Ability to use the collect card details field in relation to Chargify/Maxio

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 29, 2024

13. disabling all reminders

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Jan 29, 2024  ·  Edit…  ·  Delete…

    Select a group of documents to disable all at once

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14. automatically change document status to Completed

    7 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

    An error occurred while saving the comment
    Savannah Faulkner commented  ·  Jan 29, 2024  ·  Edit…  ·  Delete…

    Currently, when you send a document with no fields, the status stays as Viewed. However, we would like this to automatically change to Completed so that the recipients will still receive a PDF.

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15. Automatically apply the signer's name to the document completion notification

    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  ·  Jan 29, 2024

16. Automatically apply sender signature upon sending

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 29, 2024

17. The option to pull products to a pricing table in the same order as they are in Hubspot

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Jan 26, 2024  ·  Edit…  ·  Delete…

    Ability to specify the order of the products within a certain section when pulling from HubSpot

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    Savannah Faulkner supported this idea  ·  Jan 26, 2024

18. Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template.

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 26, 2024

19. View full drop down selection without having to increase field size length

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 25, 2024

20. Ability to rename a Sent document when on viewing mode (opened document)

    9 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Jan 25, 2024