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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. Im setting up Shared Inboxes in Pipedrive, how does this feature sync with the document creation and email reply to settings in pandadocs?

    2 votes

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  3. Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.

    It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.

    1 vote

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  4. We generate a document using an API. This means we've created a template that is populated with content via the API. The document is successfully sent to the customer. The customer discovers an error (spelling, numbers swapped, etc.). They can point out this potential error in the PandaDoc web view. Both the sender and the recipient receive this information via email. We would also like to receive this information via the API (status) so that we can directly point it out in our system that populates the documents.

    2 votes

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  5. ID Check to be on by default for "Recipient" for new Documents created from new Template

    2 votes

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  6. Ability to move directly move templates to one workspace to another

    2 votes

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  7. Client is requesting to have the 'Send Document' button higher. Similar to the Continue button on the preview screen to Review Recipients.

    When the Send Document button is low, users have to scroll down to click it, which is an unnecessary step. The button should be at a consistent level all the time.

    2 votes

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  8. Introduce the ability to set an automatic expiration or retention policy for Deal Rooms, such as auto-deletion or archiving after a specified period of inactivity or after a set number of days.

    2 votes

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  9. Add the ability to view the user who generated each API key directly within the PandaDoc UI for better visibility and audit tracking.

    2 votes

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  10. 🔍 Problem Statement
    What’s the problem this feature is solving? Why does it matter?

    🎯 Use Case / Desired Outcome
    What would the user experience look like if this existed? Describe how a user would interact with it.

    🧠 Proposed Solution
    What specifically would you like the AI to do? Is it generating entire documents, specific sections, summaries, or something else?

    🔁 Current Workaround
    What do you or customers do today to accomplish this, and what are the limitations?

    🌟 Impact
    How would this feature improve workflow, save time, or increase revenue/retention?

    🧪 Optional: Customer Interest / Accounts
    Do any…

    2 votes

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  11. Add an option to link conditional fields to payment. For example, if the user selects 'Yes', they proceed to payment; if 'No', the document will be completed without payment.

    3 votes

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  12. Payment variables: system variables that will reflect the details of the payment setup configured on a document

    1 vote

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  13. Have the ability to change the image in an image block without changing the previously set format or margin.

    2 votes

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  14. Add the design tab as it is in the regular UI to the embedded editor, so that formatting options such as page number display can be set.

    1 vote

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  15. We’re currently using Stripe as our payment gateway for proposals sent through PandaDoc.

    At the moment, we don’t want to show credit card surcharges on the proposal itself (in the pricing table), but we still need to charge this fee when a client pays via card.

    Is it possible to edit or adjust the Stripe payment amount after the document is sent but before the funds settle, so we can apply the surcharge on the backend instead?

    Or is there a recommended way to apply a Stripe surcharge without including it visibly in the proposal pricing? Stripe says they do…

    2 votes

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  16. The customer would like the ability to create and manage teams before setting up a new workspace. Right now, PandaDoc asks users to select a team during workspace creation, but there’s no way to create a new team at that point. This can be confusing, especially if no relevant team shows in the dropdown.

    Suggested improvement:
    - Allow team creation before starting the workspace setup.
    - Option to define a new team if the one they need isn’t listed.

    2 votes

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  17. Ability to automatically enable ID Verification on previously created document

    1 vote

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  18. Currently, even if there is no payment extension added to the document, if there is a document value, when you select to send the document via link, there is a notification at the top that says "This document contains a payment $ assigned to ."
    This is confusing for clients because, while there is a pricing table on the document, there is no actual payment on the document. It looks like when they send the document, their recipient will be prompted to pay, even though they won't actually be prompted to pay.

    2 votes

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  19. Linked fields in Smart Forms.

    1 vote

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  20. Issue:
    Currently, when adding a new Recipient Group through the PandaDoc API (or manually) with the exact same name as an existing group, the existing group's members are overwritten or updated with the new group's members, instead of creating a distinct new group.

    Impact:
    This behavior causes significant issues and data inconsistencies, particularly when managing recipient groups programmatically via the API, as it leads to unintended changes in existing recipient lists.

    Proposed Idea/Solution:
    Please implement a system that ensures recipient groups with identical names are treated as separate and distinct entities. This could be achieved by:

    Automatically appending a unique…

    1 vote

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