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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7429 results found

  1. Version history: Display version of edited document in downloaded PDF

    User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Show different totals for different product types in a pricing table

    Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Improve Renewal Notifications

    8 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. [Bulk action] Select and edit several documents at once

    Select and edit several documents at once.

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  5. Text color and text font transfer from Catalog to Pricing table.

    Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. API: Ability to approve documents via API

    approve documents via api

    7 votes

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    0 comments  ·  API  ·  Admin →
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  7. Hubspot automation improvement

    move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).

    7 votes

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    4 comments  ·  Automations  ·  Admin →
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  8. Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025

    When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…

    7 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  9. Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace

    Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

    This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  10. Interchange between native PandaDoc redlining and Word redlining

    Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. Smart Forms: Receive a Notification once the Smart Form is filled out

    It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  12. Ability to create products with images in a quote builder block via API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  13. Quote builder: pull products from CRM when quote builder is added via Smart content

    Option to populate products in Quote Builder within Smart Content upon document creation from CRMs

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Conditional questions in Smart Forms

    Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.

    7 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. AES (Advanced electronic signature)

    7 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  16. Payment Gateway: Integrate with NMI

    Requesting an integration with NMI as a payment gateway.

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  17. Create pricing table with images via API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  18. Option to delete pages for conditional content on a document level

    Option to delete pages for conditional (smart) content on a document level

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Ability to remove a signer after document has been sent

    Ability to remove a signer after the document has been sent

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Make all fields required in single click

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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