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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would be great if we could have a variable that links to the Auto-numbering in templates and automatically adjusts with the numbering system.

    For example. If I write a paragraph that references Section 1 Article 3. But then a heading is placed before this article in order of the document, ultimately pushing the Article down to Section 1 Article 4. However, I have a manually written paragraph later on in the document which references Section 1 Article 3. I now would have a variance as the manually written paragraph is referencing the incorrect article.

    1 vote

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  2. Support numbered lists in DocX export

    3 votes

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  3. Have an additional security of utilizing passwords in PandaDoc Rooms

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  4. Hello, when I use the Calculate option when setting up a Payment One time amount equal to say 25% of the total of the Pricing Table, how can I get the paid amount and/or discount amount in webhook notifications?
    Currently, when I get a webhook notification when the document changes to a document.paid status, the only amounts that show up are the totals of each pricing table separately and the total of all pricing tables, but no where do I see the paid amount or discount percentage.
    Do you have any suggestions?

    2 votes

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    0 comments  ·  API  ·  Admin →
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  5. Have a way for users to change PandaDoc (Including Help Center) language. This would help especially for when users are starting out with PandaDoc and consuming our learning materials.

    1 vote

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  6. Currently, PandaDoc allows users to customize several watermark properties—such as font size, opacity, text, and color—which is incredibly helpful. However, there is no option to control the positioning of the watermark on the document. This limitation has led to numerous customer complaints, particularly when the watermark obscures critical content like signatures, pricing tables, or legal clauses.

    We propose adding a simple yet powerful enhancement: the ability to choose watermark positioning. Even a basic set of options—such as top, bottom, or diagonal—would provide users with the flexibility to ensure watermarks do not interfere with document readability or layout.

    Why this matters:

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. I want the subtotal to be multiplied by 12

    2 votes

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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. Ability to select the type of documents displayed in the actions required section.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Outcome-based pricing - only pay if a specific result or outcome is achieved, such as No Cure, No Pay

    2 votes

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  11. Option to be able to identify who is accessing the room via link with full name plus email.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  12. 2 votes

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  13. For the CC receipient to receive the notification for auto reminders

    2 votes

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  14. HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD

    3 votes

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    • Allow PandaDoc to respect or dynamically pull the original decimal precision defined in each Salesforce field.

    This would enable mixed formatting in the same document — for example:

    A standard currency value displayed with 2 decimal places (e.g., $1,234.56).

    A calculated rate or fractional value displayed with up to 5 decimal places (e.g., 0.12345), but only if non-zero.

    2 votes

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

    3 votes

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  16. To have the option to set a time for notification since we do not want to receive notification during weekends

    2 votes

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  17. As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.

    Summary:

    1. Drag and select tool (encircle form fields for quick actions like copy + paste)
    2. Assign multiple form…
    1 vote

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  18. Create some help text on documents that states when exactly (i.e. time & date) the document will expire. My team frequently forgets whether setting, for example, a 6/30 expiration date will make the document expire at 12am on 6/30, or at 11:59pm on 6/30.

    1 vote

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  19. webhook event for document approved

    7 votes

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    3 comments  ·  API  ·  Admin →
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