Settings and activity

638 results found

1. 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

2. Calculate tax by location

   17 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

3. 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

4. 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

5. 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

6. 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

7. 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

   Save Submitting...
   Savannah Faulkner supported this idea  ·  Mar 27, 2025

8. Add divider lines to quote builder columns

   1 vote

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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

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

   20 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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10. Have all the Installment details be visible to the approver

    2 votes

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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

11. Redirect button on the completed document email

    2 votes

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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

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

    4 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  ·  Mar 13, 2025

13. 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

14. Collect and Encrypt credit card details with Chase payments through Salesforce

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Mar 5, 2025

15. Authentication on the API endpoint that gets called by webhook

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    0 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 26, 2025

16. Ability to add rows to the pricing table footer that do not affect the overall total

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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 24, 2025

17. Calculate total discount based on Subtotal - other discount

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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 21, 2025

18. Echelon Payments integration

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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    Savannah Faulkner shared this idea  ·  Feb 20, 2025

19. QR code in the Signature Certificate to check the authenticity

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Delete…  ·  Admin →
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    Savannah Faulkner commented  ·  Feb 18, 2025  ·  Edit…  ·  Delete…

    QR code or a website that recipients could navigate to, and enter the reference number to also verify the authenticity

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    Savannah Faulkner supported this idea  ·  Feb 18, 2025

20. Ability to Change Time Zone for a Signature Certificate

    148 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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 14, 2025