Skip to content

Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

Categories

(thinking…)

How can we improve PandaDoc?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

527 results found

  1. Accurately retain complex numbered lists and bullet formatting from MS Word documents.

    Improve the document conversion processes to ensure that when documents are downloaded from or uploaded to PandaDoc, they reflect the original format seen in the editor with high fidelity.

    Improving the import, editing, and handling processes for complex and legal documents within PandaDoc, ensuring that specialized formatting like legal numbering and structured indentations are preserved accurately.

    "Adding in a legal document with the below format does not work. We're having to manually type each number out for a 20 page document which is a massive headache when changing/updating."
    "Please can panda docs improve 'the Only simple number lists (with numbers,…

    193 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Content Editing & Design  ·  Admin →

  2. Installments | Split payments on a document into more than 2 payments

    Split payment on a document into more than two installments (please specify how many).

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Quote to Cash  ·  Admin →

  3. Push Additional Information into Stripe with Payment

    Be able to pass other contact information from the document into Stripe, such as recipient name and address.

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  Quote to Cash  ·  Admin →

  4. Link document from PandaDoc to Salesforce: search opportunity by ID

    Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
    Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Integrations  ·  Admin →

  5. Quote builder: ability to wrap product description

    I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.


    To wrap a description under a product name, open Quote Builder → Design tab → open Description settings and turn on "Wrap in table view".

  6. Salesforce: Upgrade API version for APEX Classes

    We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Integrations  ·  Admin →

  7. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status

    Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

    Detailed Description:

    Trigger Event:

    When a PandaDoc document, created using a designated template, reaches a "completed" status.
    Action in HubSpot:

    Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
    Workflow Activation:

    The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending…

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Integrations - HubSpot  ·  Admin →

  8. Custom Electronic Disclosure Message

    Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  2 comments  ·  Other  ·  Admin →

  9. Recipient Groups on the template level

    Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Templates & Libraries  ·  Admin →

  10. attachments

    When I include a field for attachment submittal, when the document is completed and the file is uploaded by the recipient it is also automatically saved as it own file and saved in google drive or any other folder as its own document.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Automations  ·  Admin →

  11. Add hyperlink to products (quote builder and pricing table)

    Add hyperlinks to products (quote builder and pricing table)

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Quote Builder & Pricing table  ·  Admin →

  12. Audit log for accounts showing user activity in the workspace

    Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  13. Variables for the quote builder

    Variables for the quote builder

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote data fields

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


  14. Recipient Groups for API

    The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
    Customer requesting: mpetit@homebound.com

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  API  ·  Admin →

  15. [Quote Builder]: Change default fonts

    Ability to change default fonts on the Quote Builder

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  Quote Builder & Pricing table  ·  Admin →

  16. Two way sync with HubSpot

    Option for 2 way sync with HubSpot

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Integrations  ·  Admin →

  17. Change Opportunity status in MS Dynamics

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Automations  ·  Admin →

  18. [Quote Builder] Format columns like Pricing table

    Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    [Hyperlink]

  19. Make one payment gateway default over another

    Make one payment gateway default over another

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote to Cash  ·  Admin →

  20. Footer/Header - Ability to add signature fields, text fields.

    The ability to add fields on footer such as text field or signature fields.

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Fillable Fields & Variables  ·  Admin →
← Previous 1 3 4 5 … 26 27
  • Don't see your idea?