2993 results found
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Creating email notifications/ tasks sent to the document owner/ sender
Some customers are working with the contract end date, which doesn't necessarily is the same as the document's expiration date. The option to set up tasks, even manually, would be useful so that our users don't forget to, for example, follow-up with the customer after the contract ends. Such a task should also result in sending an email notification to the chosen email address.
2 votesHi,
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 link below:
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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! -
Reorder columns in Data Reports
A way to reorder columns in the document data reports
2 votes -
Smart Content Block is Totally Delete-able
How come we can block editing/removal of content blocks but not smart content? I want people to NOT be able to delete a smart content block - forcing them to choose from the preselected content library options. Currently, someone can delete the entire smart content block.
1 vote -
Pass custom product fields into pricing table on Template instead of Document using Hubspot
Pass custom product fields into the pricing table on the Template instead of the Document using HubSpot
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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Independent decimal precision control for tax percentage display in Quote Builder
Currently, the tax rate display precision in Quote Builder is tied to the global currency decimal places setting, causing rates like 8.875% to be rounded to 8.88% with no independent control for percentage fields.
Users need the ability to set decimal precision for tax percentage display independently of currency formatting.
1 vote -
Option to have line items show as n/a in the Pricing table
Having $0.00 line items show as n/a in the Pricing table would be a great addition. It would allow for more flexibility for our company while creating proposals using the Data pulled from our CRM.
1 voteHi. 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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Pandadoc CPQ to and document creation available from project and service objects in hubspot
We use projects and Service modules which associate with deal. However sometimes deal has 5 projects in quote and then it creates 5 individu
1 vote -
Approval before invoice generation in Quickbooks
Adding a required approval step first before any invoice in QuickBooks is created or sent:
- Continue sending quotes via PandaDoc
- Require internal approval before invoice creation
- Prevent automatic sending of invoices until approval is completed2 votes -
Quote Builder thousand separator formatting for quantity
Quote Builder: Thousand separator formatting for quantity fields (e.g., display 6000000 as 6.000.000 in German format)
1 vote -
2 votes
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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 -
Syncing PandaDoc Pricing Table Subtotal to HubSpot Contact Property
We would like to request the ability to expose pricing table section-level subtotals as usable variables/tokens that can be mapped and synced to a HubSpot contact property when a document is sent.
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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Native Electronic Withdrawal Function (§ 356a BGB) for German Consumer Contracts
Feature Request Summary:
A customer using PandaDoc for digitally signed consumer contracts in Germany has requested a native compliance feature to support the new German law § 356a BGB (Burgerliches Gesetzbuch), which came into effect on June 19, 2026. This law requires an electronic withdrawal function (commonly referred to as the "Widerrufsbutton") for certain consumer contracts concluded online.What the customer is asking for:
1. The ability to activate a legally compliant withdrawal button on specific documents or contract types.
2. A built-in workflow that includes the following steps:
- Consumer initiates withdrawal ("Withdraw contract")
- Confirmation step for the…1 vote -
SSO: SCIM 2.0
SSO SCIM 2.0
40 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! -
Enable Auto-Numbering for Smart Content Blocks
Currently, when inserting content through the Smart Content Block, the auto-numbering functionality is not applied to the inserted content. This causes inconsistencies in numbering and requires manual adjustments.
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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Localize system variable values based on Recipient View Language
Description: System variables (e.g. company address, sender details) always display in English regardless of the Recipient View Language setting. These values should respect the configured language so that all content — including variable-populated fields — is presented consistently in the recipient's language.
1 vote
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