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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7202 results found

  1. Option to hide a content on what it shows on the downloaded PDF

    2 votes

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  2. Ability to enable ID Check (recipient verification) on forms and make it required

    2 votes

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  3. They use both On Demand and BYON. They would like to have it enabled only in certain workspaces.

    2 votes

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  4. Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings

    2 votes

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  5. Option to automatically retrieve the link without having to manually select to generate the document link

    2 votes

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  6. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  7. Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
    value (e.g., 1000)
    formatted (e.g., $1,000.00)

    This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.

    2 votes

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  8. Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. when checking the metadata in the PDF it shows that it was created by PandaDoc and we need to see if it's possible to get that changed. If you could please raise a formal feature request on our behalf that would be appreciated. Having to use a 3rd party program to remove pandadoc branding from the metadata is frustrating.

    "Creator: PandaDoc.com (https://www.pandadoc.com

    Producer: PDF4U
    CreationDate: Wed Jun 4 16:18:18 2025 UTC

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Use Recipient groups in MS Dynamics

    2 votes

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  11. We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.

    2 votes

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  12. Disable the share via a link feature for the specific document

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Option to have 2 payment otion for 1 document using 2 different pricing table

    2 votes

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  14. HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).

    2 votes

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  15. The user will receive a notification if there are data being exported in the account.

    2 votes

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  16. I'd like to have a search feature where I can ask a question using AI and it will apply that question to each of the documents and give me the results across all documents. I want to create a list of all contracts that have certain provisions.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Have the option to use conditional fields to make the signature required or optional

    2 votes

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  18. Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template

    2 votes

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  19. receive email notifications when an automation or integration have issues

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.

    2 votes

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