2928 results found
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Discount Allocation by Pricing Group: Show Final One‑Time Total (with Discounts) and Separate Monthly Total
Feature Request Description:
Summary:
-Enable users to present two clean totals at the bottom of a quote— a final one‑time total that includes all applicable discounts and a separate recurring monthly total—without discount spillover between groups.Problem:
-When a discount is applied at the total level in PandaDoc, it is distributed across the entire pricing table. This prevents users from showing a discounted one‑time total while keeping the monthly total unaffected. Current workarounds—such as splitting content into multiple pricing tables or quote builder blocks—do not resolve the core limitation because total‑level discounts cannot be allocated to only one of the…3 votes -
Quote Builder: Show Tax as a flat amount automatically
Within Quote Builder, add a Tax as a percentage and have the pricing displayed in a dollar amount automatically (as it works for Pricing Table).
2 votes -
Date Field: Font Type
Have the ability to change the font of the date field to match the document font.
2 votes -
Allow the ability to add a 0 zero quantity to a quote from CRM
Allow the ability to add a 0 zero quantity to a quote from CRM
1 vote -
[Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.
The Word page size is not kept after it is uploaded to PandaDoc.
241 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Private Folder
an option to create a private folder within the workspace
1 vote -
Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
3 votes -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
3 votes -
Set Total Number of Reminders
Ability to cap or limit the number of auto-reminder emails sent on a document (e.g., stop reminders after X days or X sends).
2 votes -
Revert back changes to Waiting for others
Currently, documents under Waiting for others are removed after a certain period of time. Customer would like to revert the changes and keep the documents under the tab.
2 votes -
Ability to share templates with specific users, not just workspaces
-Preventing misuse by general users: With approximately 1,000 users in their main workspace, sharing templates at the workspace level means all users would have access. This could lead to general users, such as salespeople, seeing and potentially misusing templates intended for specific teams, like the procurement team.
-Avoiding excessive workspace creation: The client already manages 15 workspaces. Creating new workspaces for small teams (like a two-person procurement team) is not a sustainable solution. It would lead to more complex management and hinder the ability to search for agreements across different workspaces, ultimately creating more work.
2 votes -
[Bulk action] Contract Repository: Set data fields for multiple documents at once
Currently, this has to be done one document at a time, but it would be great to have the ability to set data fields for multiple documents at the same time
2 votes -
Ability to leave blank the header of Quote Block
Ability to change the title/header requirement on quote blocks. The ability to leave it blank is preferred.
2 votes -
UKG Integration
Integrate with UKG.com
3 votes -
Edit Contact Info of a User in the Workspace
There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.
2 votes -
Ability to use content library in room templates
Ability to use smart content or content library items in rooms
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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2 votes
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Wrapper in template builder that converts a plain text token passed through to the Template into HTML
Provide a Wrapper in template builder that converts a plain text token passed through to the Template into HTML (hubspot Rich Text field support)
1 vote -
HubSpot Revenue Hub Support (Contracts Object)
With the launch of HubSpot's New Revenue hub features Pandadoc has become less of a conversation item
While the presentation of a pandadoc proposals that we are able to produce with it are superior to hubspot quotes , Pandadoc has become less of a conversation piece in our conversations with hubspot clients exploring Revenue Hub with hubspot as the current integration doesnt support the contracts Object leading to costly workarounds where it makes more sense to just use HubSpot quotes for those clients.
Suggestion: Add the contracts object to the list of supported objects from which one can interact with…
1 vote -
Limit a user's ability to send documents via text (SMS)
Ability to limit a user's ability to send documents via text (SMS)
1 vote
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