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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  2. 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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  3. 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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  4. 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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  5. Use Recipient groups in MS Dynamics

    2 votes

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  6. 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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  7. 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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  8. Option to have 2 payment otion for 1 document using 2 different pricing table

    2 votes

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

    2 votes

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  10. 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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  11. Have the option to use conditional fields to make the signature required or optional

    2 votes

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  12. 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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  13. 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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  14. When products are imported to the Catalog via CSV and the description contains hyperlinks, they are not hyperlinks after the upload. After adding the product to the pricing table, the hyperlinks are not saved.

    2 votes

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  15. When importing an expired document it should keep the expired status

    2 votes

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  16. Have the ability to show an additional product (like a mandatory license or fee) when the recipient chooses a certain product from the options.

    2 votes

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  17. changing the user's username will not affect the username of old document

    2 votes

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  18. When you log in via email alias, it's detected as a new account/user, which is not ideal.

    2 votes

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  19. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  20. I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.

    2 votes

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