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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
    value (e.g., 1000)
    formatted (e.g., $1,000.00)

    This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.

    5 votes

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  2. Export all of Smart Form submission as PDFs in one click.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Ability to integrate with OpenSolar API

    6 votes

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    1 comment  ·  API  ·  Admin →
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  4. I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items. I need it to be in the same table.

    2 votes

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    Hi. 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!

  5. Client: we want to have TOC to have numbers in front to be reused based on their numbering as paragraph, not pages on the right. We can’t use Auto numbering, because then we can’t have continuation with inner paragraphs like 2.1 2.2 2.3 etc.

    2 votes

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  6. When collecting a payment, to have the option to set up surcharges through Stripe

    3 votes

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  7. At this point, we can pass discount/tax in flat value only from MS Dynamics. Would be great to have an option to pass it in % (if template is set to %).

    2 votes

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  8. Have the ability to pass Monday.com products to the PandaDoc catalog automatically.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. When generating a link, it automatically sends the document, so having an option to generate a link only but not sending it will help

    2 votes

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  10. Would like an API end point to launch a CPQ workflow from Salesforce.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. 2 votes

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  12. Currently, it is a limitation of 300 webhooks per workspace. It would be great to increase this number

    2 votes

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    1 comment  ·  API  ·  Admin →
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  13. 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.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. I am also looking to populate a property to log the time stamp of when a document has been sent and when a document has been paid. For this I've created a property called "PandaDoc status" on hubspot deals. I would like this property to mirror the live status of the document. While I see how to change the deal stage, I want to send the document status to a property in hubspot. Can you help me with this please? It's quite urgent so if you could get back to me asap that would be great!

    3 votes

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  15. 6 votes

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  16. Disable the option for the recipient to reply to the reminder

    3 votes

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  17. Hide the total unless the items are selected.

    2 votes

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    Hi. 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!

  18. As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.

    6 votes

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  19. The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?

    2 votes

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  20. 2 votes

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