2995 results found
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Timed Template Updates to go Live at Desired Date
Many customers need to make updates to templates on an annual or monthly basis and at the moment the best option is to duplicate the template and make the changes ahead of the deadline, then transition and train all users to use the new templates on the day of deadline. It would be great to schedule updates to templates ahead of time to go live on a specific date for the existing template that the users are already familiar with using. This would save the rush to update and swap templates within a tight turnaround as well as reduce the…
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Option to retain classic PandaDoc experience beyond Q3 2026
The classic PandaDoc experience has been a reliable part of our day-to-day workflow. Since being migrated to the new editor, several pain points have significantly impacted productivity: there are too many steps in the document creation flow, and the overall experience feels choppy and disjointed. The new experience does not feel efficient for the team's volume of work. We would like to request the option to permanently retain the classic PandaDoc experience, or at the very least have the migration cutoff extended beyond Q3 2026 so that there is more time to adjust before being fully transitioned.
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Add PDF bookmarks
When PDF is downloaded auto generate bookmarks (based on heading styles possibly).
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Create integration to Rillet ERP
Enable us to push completed orders from PandaDoc directly to Rillet for invoicing.
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Document/PDF pagination
The ability to modify the scaling on a document. i.e when using a scanner, having the ability to modify dimensions from the document level vs from the scanner itself i.e Xerox.
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Change Deal Stage in Pipedrive once document is sent/viewed
Change Deal Stage in Pipedrive once document is sent/viewed
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Bulk Refresh/Update of Salesforce Fields Across All Workspace Templates
Currently, when changes are made to Salesforce object schemas (such as field renames, new custom fields, or mapping updates), or when fields simply need to be resynced, administrators must manually open every single template in a workspace to refresh or update the Salesforce tokens/fields. For workspaces with dozens or hundreds of templates, this manual process is incredibly tedious, prone to human error, and a major operational bottleneck.
Proposed Solution
We need a way to trigger a bulk refresh of Salesforce field mappings for all templates within a specific workspace simultaneously. This could be achieved via two proposed methods:Option A…
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Display which Approver the document is waiting on in the "Waiting Approval" stage - Home/Document summary screen
On the Home screen or Document summary screen, it displays "Waiting Approval" - I want to see which approver it is waiting on.
We have 3-4 approvers to ensure quotes are going out correctly, and for auditing purposes. Seeing this would be especially helpful for the approvers to quickly scan which documents need THEIR approval. It's also helpful for our sales reps to see who is holding up the process for an internal nudge, and admin if one of the approvers is OOO.
Possible Solution: Add a column to the either (or both) screens: "waiting on" with approver's name.
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Custom Product Image through API
We have a Shopify website that allows customers to upload a reference image showing how they would like their product to be customized.
As the contract is generated automatically through the API without any manual intervention, we would like this uploaded reference image to be displayed in the pricing table. Including the image would provide clear visual context for the customized product and help avoid any ambiguity.
In scenarios where a customer uploads a reference image, our system creates a custom product via the API. However, we are currently facing a limitation in assigning the uploaded image to the custom…
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Document view notifications that can be set based on document status (incomplete vs. complete)
I want to be notified every time a document is viewed before it is complete. I do not want to be notified every time after it is complete. Being able to set the notification preferences on incomplete vs. complete documents would be helpful.
1 vote -
Move the "Ask AI" button from the bottom right corner to another location on the screen.
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 -
bedragen gescheiden
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 -
Smart Content Block is Totally Delete-able
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.
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visible (printable) borders for fillable field
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 -
Independent decimal precision control for tax percentage display in Quote Builder
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.
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Option to have line items show as n/a in the Pricing table
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 voteHi. 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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Pandadoc CPQ to and document creation available from project and service objects in hubspot
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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