7656 results found

1. Reset branding
   2 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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2. Move Checkbox

   Ability to adjust were the optional checkbox falls in a pricing table

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   Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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3. Catalog - Ability to update custom columns with a CSV
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Unchecked boxes disappear once sent to client

   Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

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5. PayFlow Pro gateway support by the PayPal integration
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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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6. Accept logo without modifications

   Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.

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7. Automatically mark PD domain as safe sender
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8. Hubspot - documents created from an object show up under other objects associated with this object
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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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9. Accept Button before signing

   Button accept before signing the document from the clients' side.

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   Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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10. Hubspot contact in a deal to be auto assigned to a role
    2 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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11. api revision number as token

    api revision number token for document changes

    2 votes

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12. Access contacts list on mobile app
    2 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Delete…  ·  Admin →
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13. Ability to view all documents created in HubSpot in any object
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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14. 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

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15. Remove payments in a document level

    On the new editor, you are only able to remove payments on a template level. Please add back the functionality to remove it on an individual basis on a document level.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Edit…  ·  Delete…  ·  Admin →
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16. Change text color on a cell in Quote Builder

    Allow to change the color of numbers or text each cell in a Quote.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Edit…  ·  Delete…  ·  Admin →
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17. Fix Chrome extension to Nimble CRM

    Since updates have happened the google chrome extension and integration with Nimble CRM is no longer working. I have reached out to Nimble and they are saying this is on the PandaDoc side. Any help would be greatly appreciated.

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18. Hubspot PandaDoc Product Catalog Sync

    The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Edit…  ·  Delete…  ·  Admin →
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19. Default Recipient Permissions on the account level

    Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Edit…  ·  Delete…  ·  Admin →
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20. Reflect Document Title on Email Subject Line (Bulk Send)

    Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.

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    0 comments  ·  Documents & Data Management  ·  Edit…  ·  Delete…  ·  Admin →
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