7685 results found

1. Adding tag qualifies as document modification

   When tag is applied the date modified time stamp should update. This would allow for better reporting.

   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. default option to make items optional or qty editable in the pricing table
   4 votes

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   Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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3. EV2. Border and footer header on all sides
   4 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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4. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. customize triggers for Zapier setup
   4 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Adding different prices for one item in catalog
   4 votes

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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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7. Mass duplicate

   Mass duplicate documents. Checkboxes dont work for this user

   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Export recipients' data of the docs in a specific status
   4 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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9. Transfer documents from Hubspot to Salesforce

   Automatic document transfer from Hubspot to Salesforce.

   4 votes

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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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10. Dynamic "Required Fields" Progress Counter

    The recipient view displays the total number of required fields in the document, regardless of whether they have already been populated. For example, if a document contains 20 required fields and 18 are pre-filled via the API, the counter still displays "20 fields required."

    Proposed Improvement: Update the counter to reflect only the incomplete required fields. In the scenario above, the UI should dynamically update to show "2 fields remaining."

    For customers who pre-populate the majority of their document data via API, the current counter is misleading and potentially impacts completion rates as recipients think they need to complete more than they do to finalize the document.

    The recipient view displays the total number of required fields in the document, regardless of whether they have already been populated. For example, if a document contains 20 required fields and 18 are pre-filled via the API, the counter still displays "20 fields required."

    Proposed Improvement: Update the counter to reflect only the incomplete required fields. In the scenario above, the UI should dynamically update to show "2 fields remaining."

    For customers who pre-populate the majority of their document data via API, the current counter is misleading and potentially impacts completion rates as recipients think they need to complete more… more

    3 votes

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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11. Discount Allocation by Pricing Group: Show Final One‑Time Total (with Discounts) and Separate Monthly Total

    Feature Request Description:

    Summary:
    -Enable users to present two clean totals at the bottom of a quote— a final one‑time total that includes all applicable discounts and a separate recurring monthly total—without discount spillover between groups.

    Problem:
    -When a discount is applied at the total level in PandaDoc, it is distributed across the entire pricing table. This prevents users from showing a discounted one‑time total while keeping the monthly total unaffected. Current workarounds—such as splitting content into multiple pricing tables or quote builder blocks—do not resolve the core limitation because total‑level discounts cannot be allocated to only one of the groups. Applying discounts manually at the line or table level for one‑time items is error‑prone, especially with large or dynamic quotes.

    Desired Outcome:
    Allow users to designate how total‑level discounts are allocated:

    -Apply discount to one‑time items only
    -Apply discount to recurring items only
    -Apply discount across both (current behavior)

    Provide two clear totals at the bottom:

    -Final One‑Time Total (discounted)
    -Monthly Total (unaffected unless chosen)

    Ensure totals and summaries reflect the allocation cleanly in both the document and the customer-facing PDF.

    Key Requirements
    -Discount allocation rules configurable per pricing table or per group (one‑time vs. recurring).
    -Consistent calculations across editor, preview, and generated PDFs.
    -Backwards compatibility with existing templates and documents.
    -Minimal additional setup for sales reps; ideally defaults with a simple toggle.

    Value
    -Reduces manual adjustments and risk of misquoting.
    -Improves clarity for customers by clearly separating one‑time and recurring charges.
    -Supports common SaaS and services quoting patterns where promos or setup fee discounts should not reduce ongoing subscription revenue.

    Example:
    1. One‑time items: $5,000 with a 10% promo → Final One‑Time Total: $4,500
    2. Monthly items: $750/month → Monthly Total: $750
    3. Bottom of quote shows exactly two totals as above.

    Feature Request Description:

    Summary:
    -Enable users to present two clean totals at the bottom of a quote— a final one‑time total that includes all applicable discounts and a separate recurring monthly total—without discount spillover between groups.

    Problem:
    -When a discount is applied at the total level in PandaDoc, it is distributed across the entire pricing table. This prevents users from showing a discounted one‑time total while keeping the monthly total unaffected. Current workarounds—such as splitting content into multiple pricing tables or quote builder blocks—do not resolve the core limitation because total‑level discounts cannot be allocated to only one of the… more

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. UKG Integration

    Integrate with UKG.com

    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder/ Pricing Table

    I would like to know if billing start date will eventually be available in the quote builder.

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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14. Ability to configure conditional content directly via the embedded API.

    Support for configuring conditional smart content content blocks directly via the embedded API.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Custom Role - ability to enable or disable permission to share via link

    Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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16. Ability to customize the order of the variables on the variables tab (more than by category and document folder)

    Ability to customize the order of the variables on the variables tab. Currently, you can only do this by category and document folder. Would like the ability to organize them however we want.

    3 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. Change logo shown on desktop tab to match branding setting logo

    Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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18. retain the formatting of the documents when downloaded as a Docx file

    When we build a proposal and export it to .docx, the formatting is terrible and our prospects can see additional details that were hidden on the original document. It looks fine if we export as PDF but our clients want it in word format.

    3 votes

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    0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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19. Rooms: Hubspot variables support

    I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
    Do Hubspot fields not pull into Rooms?

    3 votes

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    0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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20. Create Editable Template from Uploaded file via API

    Ability to make templates created via the ‘Create Template from File’ API editable upon upload, similar to how it works in the UI

    3 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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