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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When a line item is marked as optional in the pricing table, it currently displays the full price and quantity even when unselected by the recipient. The only visual indicators that the item is not included are the greyed-out styling and an unchecked checkbox. In formal contract and proposal contexts, this creates a risk of misinterpretation, as recipients may read the visible price as part of the agreed total.
    The request is to provide an option for document creators to hide or zero out the price and quantity on unselected optional items, or to display a clearer visual distinction (such…

    2 votes

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  2. Ability to add a dropdown option directly to a specific position (i.e. Add below an existing option) instead of at the bottom by default. Each existing item should have the option to add another item below it, instead of just the remove option.

    2 votes

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  3. The current location of the new "Ask AI" button is currently locked to the bottom right corner of the screen. It covers the down arrow on lists and makes it difficult for me to scroll down a list slowly. While I do like the new "Ask AI" feature, it would be better in a different location on the screen, perhaps on the bottom left instead.

    1 vote

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  4. Native integrations with property measurement, satellite takeoff, or pavement estimating software similar to tools like Go iLawn or Attentiv

    2 votes

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  5. Ik maak vaak offertes met bedragen die eenmalig zijn en die maandelijks zijn. In mijn overzichten (homepage documenten & rapportages), worden deze bedragen zo bij elkaar opgeteld, maar ik zou liever zien dat dat gescheiden is, dus bijvoorbeeld €1000,- eenmalig en €150,- maandelijks.
    Op die manier kan ik beter mijn rapportages inzien en daar ook acties aan hangen.

    1 vote

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  6. No ability to currently see how many credits are used in each workspace

    2 votes

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  7. Add support for Salesforce's Groups functionality within the PandaDoc Salesforce integration, allowing grouped line items in Salesforce to be imported into PandaDoc while preserving their group structure.

    2 votes

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  8. 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

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  9. Sent and Completed Document Date in the PDF file name in Salesforce
    Currently this is appended as "... sent DD/MM/YYY" or "... completed DD/MM/YYY"
    This is great in principle, however the "/" symbol in the date is causing issues for us downstream in operations. Can those be changed to either a "-" or "."

    2 votes

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  10. Ability to download Content Library Usage Analytics Report in CSV format.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Our customers often print out a document before signing, for offline study. On paper, there is no clue that there are checkboxes or radio buttons for our options. Having a box there (checked or not) where the border of the field should be, like on the screen, would make the structure of the document easier to grasp.

    1 vote

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  12. 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

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  13. 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 vote

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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!

  14. 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

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  15. Quote Builder: Thousand separator formatting for quantity fields (e.g., display 6000000 as 6.000.000 in German format)

    1 vote

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  16. Option to hide or replace crossed-out 0.00 € in the first tier (e.g., display as blank or "-")

    2 votes

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  17. Ability to upload HTML format files as editable templates on PandaDoc.

    3 votes

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  18. 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

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    0 comments  ·  Other  ·  Admin →
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  19. Only on Opportunity & Quote?

    Then why can I create contracts on an Account, and have them automatically linked?

    There must be a way to link existing contracts to the Account object as well, right?

    3 votes

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  20. 2 votes

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