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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7615 results found

  1. Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.

    1 vote

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  2. Support numbered lists in DocX export

    3 votes

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  3. Ability to Bulk Update Date Field Settings Across All Templates/documents

    2 votes

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  4. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. We need native system variables (similar to Document.Value) that automatically calculate the net total and tax total across all pricing tables in a document.

    Business Case:
    Currently, Document.Value provides the gross total across all tables, but there's no equivalent for net totals or tax totals

    Users with multiple pricing tables (one per page/product) need these calculations without manual formula setup

    This would improve consistency and reduce setup complexity for multi-table documents
    Net and tax totals are as fundamental as gross totals for business documentation

    Current Limitation:
    While Document.Value sums gross totals across all pricing tables, users must manually create custom…

    1 vote

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  6. So the initial engagement they sign page 1 and 3 but once we choose a product they need to sign page 2 and then once the bill has been page they need to sign page 4. I need to keep all these together so in the end I have one complete document.

    2 votes

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  7. Add a status or section within PandaDoc that indicates when a document has been partially signed meaning at least one recipient has signed, but not all assigned fields or recipients have completed their signatures yet.

    1 vote

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  8. Ability to set a specific time for auto reminder what we only have is days

    3 votes

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  9. Option to vertically align text

    2 votes

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  10. I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Suggestion to make the search bar appear in the default view to avoid having to click search every time, just to then have to re-navigate to the search back to enter the search parameters. This would streamline the search process and save extra navigation steps.

    2 votes

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  12. AI that helps suggest which Content from the CLI to use based on existing Templates/Documents

    3 votes

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  13. When using Square or Stripe as payment methods, there should be an option to automatically pass credit card surcharges to customers at checkout. Currently, adding the surcharge manually in the pricing table does not work for installment payments.

    2 votes

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  14. Can non-Roman characters be added to the editor and to the recipient language?

    2 votes

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  15. Ability to change the default "Sort by" option for product catalog when adding products to QB block (for now Last modified is always set as default).

    2 votes

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  16. Ability to integrate with Backdocket

    2 votes

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  17. is there a way to have headers on only certian pages

    3 votes

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  18. Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  19. When a form is received and the uploaded data is in Excel/word. The contents needed to be downloaded before being viewed.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Good morning, we find the charges very high with Stripe and PayPal. Would you be open to working with Adelante? We had a call with them and they mentioned it would be straight forward but need a call with your team to discuss.

    1 vote

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