7582 results found
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Set a Date to Signing Date + X days AND exclude weekends and holidays
Please add the feature where you can set a date field to X BUSINESS days after the signing date. Right now it adds that number of days but we need the ability to exclude weekends and holidays.
Thanks!
10 votes -
Drag and drop items inside the pricing tables
It has been very had to move items and sections inside a pricing table lately. This challenge is impacting our work increasing the time we take to organize our proposal pricing tables.
Is there anything you can do to make it as easy as it was before?5 votes -
Navigation Workflow Issues After Recent PandaDoc Update
Hi there,
I would like to share a detailed review of the most recent PandaDoc updates, specifically regarding navigation between folders while editing documents and catalog items.
After the latest update, I noticed that whenever I close a document I am editing, the system automatically redirects me back to the main folder of the workspace — instead of returning to the exact folder where that document is stored. This behavior significantly disrupts the workflow. If I am editing a document inside a specific folder, it is because I am working on a sequence of files within that same structure. Being…
7 votes -
[Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.
The Word page size is not kept after it is uploaded to PandaDoc.
240 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to customize the order of the variables on the variables tab (more than by category and document folder)
Ability to customize the order of the variables on the variables tab. Currently, you can only do this by category and document folder. Would like the ability to organize them however we want.
3 votes -
Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot
When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.
6 votes -
API: Ability to approve documents via API
approve documents via api
8 votes -
Automated tools within PandaDoc that eliminate text copying to Notepad for fixing common formatting issues.
Automated tools within PandaDoc that eliminate the current need for manual, time-consuming workarounds like text copying to Notepad for fixing common formatting issues.
"Work Around provided by PandaDoc support: Cut and paste the text into Notepad. Cut and paste the text back into PandaDoc."
"My workaround: One-by-one highlight each block of text in a paragraph and click the 'Clear Formatting' button in PandaDoc."197 votesHi. 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! -
Ability for SSO group-based provisioning to also apply to existing users on future logins
Currently, SSO group-based provisioning in PandaDoc only applies during the initial user creation at first login and does not update group assignments on subsequent logins for existing users. We would like to request the ability for SSO group-based provisioning to also apply to existing users on future logins, so that group membership and related access can be dynamically updated based on IdP group changes.
This enhancement would ensure that user access remains aligned with identity provider group assignments over time, reduce manual administrative updates, and improve overall access management accuracy and security.
3 votes -
Revert Document Generation Link Like the Old Editor
Revert Document Generation Link Like the Old Editor with lesser steps. The new editor let you generate link only on the page 4 of workflow.
2 votes -
[Word Import] Keep basic numbered and bullet lists from MS Word documents
Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
The numbered lists sometimes become bullet lists after import, or vice versa. For example:
1. a
2. a
become
•
•
Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.16 votes -
[Word Import] Headers and footers are consistently retained without alteration when importing documents from MS Word to PandaDoc.
To reduce the need for repetitive manual adjustments.
"Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section."
"Similarly, whenever importing a document that contains a with certain cells merged, the content itself is not properly displayed in its original format."198 votesHi. 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! -
Conditional approval based on HubSpot field
Conditional approval based on a HubSpot field
2 votes -
[Word Import] Correct issues with the improper paragraph after MS Word documents have been imported into PandaDoc.
After a Word document is imported, paragraphs are not kept.
197 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.
Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents, some design features in MS Word are not imported (for ex. SmartArt)
195 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder/ Pricing Table
I would like to know if billing start date will eventually be available in the quote builder.
3 votes -
Ability to configure conditional content directly via the embedded API.
Support for configuring conditional smart content content blocks directly via the embedded API.
3 votes -
Custom Role - ability to enable or disable permission to share via link
Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.
3 votes -
Separate timeline on the homepage
Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.
4 votes
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