3799 results found
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Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen
3 votes -
Access Image Library in Rooms
Have the ability to access the Image Library when adding images in Rooms.
3 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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Integrate PandaDoc with a Tax calculator
Integrate PandaDoc with a Tax calculator
3 votes -
Document Generation via AI
🔍 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…3 votes -
Option to link conditional fields to payment
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 -
Reorder items within the room
Reorder items (documents, folders) within the room
3 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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Billing frequency in Quote Rules - set the number of months in the billing frequency
The customer needs to - set the number of months in the billing frequency so the contract term is calculated
3 votes -
[Word Export] Support numbered lists in DocX export
Support numbered lists in DocX export
3 votes -
Set specific time for auto reminder
Ability to set a specific time for auto reminder what we only have is days
3 votes -
HubSpot product catalog has different currencies
HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD
3 votes -
AI to Suggest Content Library Items based Template selected
AI that helps suggest which Content from the CLI to use based on existing Templates/Documents
3 votes -
Add headers in certain pages
is there a way to have headers on only certian pages
3 votes -
Bulk add users in a Room
I need to create a bunch of rooms, and would like to know how to add specific members in bulk to different rooms.
To add them one by one takes forever
3 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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automation improvement change draft status to sent
automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent
3 votes -
[Integrations][Salesforce][SFDC] 2-way sync for Quote object
The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.
3 votes -
Remove arrow image in forward button from email notifications
Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box
3 votes -
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.
3 votes -
Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
3 votes -
Configure the PandaDoc integration in Zendesk to only show on user pages.
Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
• The current integration is designed to be available on both Ticket and User pages in Zendesk Support.3 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Webhook for Signer Changes Due to Document Forwarding
Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.
3 votes
