7629 results found

1. 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  ·  Delete…  ·  Admin →
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2. Sort contant library items alphabetically (when editing a doc)
   8 votes

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   Idea  ·  2 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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3. Improve Renewal Notifications
   8 votes

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

   Select and edit several documents at once.

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  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  ·  Delete…  ·  Admin →
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6. Navigation Workflow Issues After Recent PandaDoc Update

   Hi there,

   I would like to share a detailed review of the most recent PandaDoc updates, specifically regarding navigation between folders while editing documents and catalog items.

   After the latest update, I noticed that whenever I close a document I am editing, the system automatically redirects me back to the main folder of the workspace — instead of returning to the exact folder where that document is stored. This behavior significantly disrupts the workflow. If I am editing a document inside a specific folder, it is because I am working on a sequence of files within that same structure. Being sent back to the main directory forces me to repeatedly navigate through multiple layers of folders just to return to the workspace I was already in. This adds unnecessary steps and slows down the entire process.

   The same issue occurs inside the Catalog. I organize my items by folders and subfolders, and when I finish editing a product, instead of remaining in the same folder to continue working on related items, I am again taken back to the start of the Catalog structure. This interrupts the logic of editing grouped items and makes the update workflow considerably more time-consuming.

   I also noticed that the Content Library is now located inside the Templates section. While we are adapting to this new structure, it is not intuitive for our use case. The Content Library is part of the document-building process, not the template-building process, and having to open Templates → then open the Content Library → then navigate again through all subfolders has added multiple extra steps to a workflow that used to be straightforward. Additionally, the same navigation issue happens there: when closing an item, the system sends us back to the top-level folder instead of keeping us inside the folder we were working in.

   For teams like ours, who work with dozens of documents, products, and content items every week, these changes have had a noticeable impact on productivity. Returning to the previous behavior — where the system keeps the user inside the same folder after closing a document, a catalog item, or a content block — would restore efficiency and eliminate unnecessary navigation time.

   Could you please let me know if this behavior is expected or if there is a planned adjustment to bring back the previous folder logic?
   I would really appreciate your feedback on this so we can understand the next steps.

   Thank you in advance and looking forward to your response.

   Hi there,

   I would like to share a detailed review of the most recent PandaDoc updates, specifically regarding navigation between folders while editing documents and catalog items.

   After the latest update, I noticed that whenever I close a document I am editing, the system automatically redirects me back to the main folder of the workspace — instead of returning to the exact folder where that document is stored. This behavior significantly disrupts the workflow. If I am editing a document inside a specific folder, it is because I am working on a sequence of files within that same structure. Being… more

   7 votes

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   1 comment  ·  Workflows  ·  Delete…  ·  Admin →
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7. n8n.io

   Integration with n8n.io

   7 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Set a limit on form responses

   Have a way to limit the clients response to the form sent to them

   7 votes

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   2 comments  ·  Forms  ·  Delete…  ·  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  ·  Delete…  ·  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  ·  Delete…  ·  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  ·  Delete…  ·  Admin →
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12. 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  ·  Delete…  ·  Admin →
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13. 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  ·  Delete…  ·  Admin →
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14. Notification when Salesforce package updates are available
    7 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Rooms: General Room chat feature for all room members

    Rooms: General Room chat feature for room members
    Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.

    7 votes

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    1 comment  ·  Rooms  ·  Delete…  ·  Admin →
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16. Pre-Sign a Document before sending in bulk

    Currently we pre-sign with a .PNG signature before sending it out to many signers, but the document certification only shows one of the signers at the end. It would be incredibly helpful to be able to generate the document and be able to add a legal pre-signature so both signers appear in the certification.

    7 votes

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    0 comments  ·  Esign & Notary  ·  Delete…  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

17. 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  ·  Delete…  ·  Admin →
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18. Custom message when sending via SMS

    Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    •  

    7 votes

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

19. Add custom tabs inside rooms

    The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab

    7 votes

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    1 comment  ·  Rooms  ·  Delete…  ·  Admin →
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20. 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  ·  Delete…  ·  Admin →
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