2993 results found
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2 votes
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Do not wipe unaccepted text suggestions when toggling to Edit Mode.
There is a major friction point when collaborating on a document and toggling between "Suggesting Mode" and "Editing Mode".
Currently, if a user makes several text suggestions in Suggesting Mode, but then needs to toggle into Edit Mode to make a structural change (such as adding a row to a table or adding a dependency), all prior unaccepted suggestions in the document are completely lost and wiped out.
Because suggestions are treated as temporary overlays, structural edits force a document re-render that deletes previous work. This forces users to either completely redo their suggestions or completely abandon Suggesting Mode in…
1 vote -
Ability to export a list of documents Waiting for Payment
Ability to export a CSV list of documents that are waiting for payment with due date and status
2 votes -
2 votes
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Preview should not generate a document or consume credits
When I select 'preview' on a form under the templates tab, it creates a new form, which is then deducted from my usage credits -- this is deceptive, as a preview shouldn't create a new form. A preview -- by description -- is supposed to show you what the page will look like when active, but not be active itself.
The usage credits are very expensive, so you need to warn people in advance that you can't preview a form without creating one, and that it will cost you a credit. I've wasted a bunch of credits on this, when…1 vote -
Ability to Remove or Waive Outstanding Signers Post-Send
Now I would like to share a feature request that would significantly improve our experience with PandaDoc and, we believe, provide value to many corporate customers.
In certain document workflows, there are situations where one of the designated signers is either unwilling or unable to sign a document. However, the validity and legal effectiveness of the document are not affected by the absence of that particular signature. Typical examples include:
Board resolutions
Other corporate governance documents where a predefined majority is sufficient for approval
Currently, PandaDoc does not provide a way to either:Remove a signer after the document has…
1 vote -
Timed Template Updates to go Live at Desired Date
Many customers need to make updates to templates on an annual or monthly basis and at the moment the best option is to duplicate the template and make the changes ahead of the deadline, then transition and train all users to use the new templates on the day of deadline. It would be great to schedule updates to templates ahead of time to go live on a specific date for the existing template that the users are already familiar with using. This would save the rush to update and swap templates within a tight turnaround as well as reduce the…
1 vote -
Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder
I would like to know if billing start date will eventually be available in the quote builder.
3 votes -
Printable Detailed Audit Log of Document History
Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.
3 votes -
Ability to hide certain field types so users cannot add them to templates and documents.
Would like to be able to hide the "Initials' field type so it is not visible to end users. They use another method to prefill initials, so sometimes their users get confused.
2 votes -
Stripe "Include taxes on the remaining payment of the subscription"
Stripe tax settings are already perfectly configured as the customer already went through all those steps with their support.
The taxation works perfectly, and the proof of that is that taxes are applied correctly on all their other proposals in Pandadoc, except for the subscription ones. On the subscription ones, the taxes are applied successfully on the first payment, which also proves that taxes are applied correctly.
But then, the remaining payment of the subscription do not have any taxes.
2 votes -
Option to retain classic PandaDoc experience beyond Q3 2026
The classic PandaDoc experience has been a reliable part of our day-to-day workflow. Since being migrated to the new editor, several pain points have significantly impacted productivity: there are too many steps in the document creation flow, and the overall experience feels choppy and disjointed. The new experience does not feel efficient for the team's volume of work. We would like to request the option to permanently retain the classic PandaDoc experience, or at the very least have the migration cutoff extended beyond Q3 2026 so that there is more time to adjust before being fully transitioned.
1 vote -
Add PDF bookmarks
When PDF is downloaded auto generate bookmarks (based on heading styles possibly).
1 vote -
1 vote
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1 vote
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Upload multiple files at once when adding content to a document
In the same way that selecting multiple files to upload while creating a new document is allowed, allow multiple files to be added at once to an existing document. Within a document, clicking Add Content > Upload File allows you to choose only one file to upload at a time.
3 votes -
Pricing table row color
Allow users to select an individual row and apply a custom background fill color to that row only, directly from the row's context menu or right-click options — similar to how cell background color works in tools like Google Sheets or Microsoft Word tables.
2 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!
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View what documents were sent via bulk send
View what documents were sent via bulk send
2 votes -
Mandatory Decline Reasons for Better Insights
Currently, when a document is declined in PandaDoc, selecting a decline reason is optional. Making decline reasons required would ensure that every declined document includes clear feedback. This improves data quality and eliminates situations where documents are rejected without context.
Capturing structured decline reasons helps teams identify patterns such as pricing objections, contract terms, timing issues, or client concerns. With more consistent data, organizations can generate more reliable reports, refine their proposals, and improve overall close rates.
Requiring a reason before allowing a document to be declined would strengthen accountability, provide actionable insights, and support better decision-making across sales and…
3 votes -
1 vote
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