514 results found
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Ability for SSO group-based provisioning to also apply to existing users on future logins
Currently, SSO group-based provisioning in PandaDoc only applies during the initial user creation at first login and does not update group assignments on subsequent logins for existing users. We would like to request the ability for SSO group-based provisioning to also apply to existing users on future logins, so that group membership and related access can be dynamically updated based on IdP group changes.
This enhancement would ensure that user access remains aligned with identity provider group assignments over time, reduce manual administrative updates, and improve overall access management accuracy and security.
5 votes -
Automatically Delete Recipients when Removing All Fields in a Document
Currently, when the final field assigned to a recipient is deleted, the system automatically moves that user to the CC list. It would be good to have an option to automatically delete the recipient upon removing their last field in a document.
2 votes -
Embedded Editor: Conditional Required Signature Fields Based on Signer Presence
In many workflows, at least one signer is always required (e.g., a company representative fills out information before the document goes to customers for signing). However, the number of customer signers can vary - sometimes there is only one, and other times there are two.
Currently, if we mark Signer 2 as required, it creates a problem when there is no second signer. If we leave Signer 2 optional, the signature is not enforced when a second signer is present.
Requested Behavior:
- Signer 1 should always be required.
- Signer 2 should be conditionally required:If a second signer…
2 votes -
1 vote
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2 votes
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2 votes
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Embedded Signing/ iFrame functionality
iFrame is soon to be deprecated, but some clients still need it
2 votes -
Improve the page brake
The page break isn't accurate. When you download the document to a PDF, the page doesn't brake where it says in editing mode.
2 votes -
ID check: send a notification when the expected name and verified name are different
Comment from the customer:
I'm wondering, following your example, if we send the documento be signed by "Anna K", but later on the shown ID is from other person (Verified name) which is nothing related to Anna K, is there a way to detect that automatically? In other words, basically, that expected name and verified name are different2 votes -
Create catalog items that are tax exempt
Feature that allows creating items in my catalog that are tax-exempt, such as labor costs.
2 votes -
[Reports] Show details about the report itself (Who created the report and when it was created).
Currently, you are unable to see who created a report and when it was created.
1 vote -
Option to Disable Payment Reminders for Individual Documents
Option to Disable Payment Reminders for Individual Documents.
5 votes -
Hide Stripe Surcharge in the document
We’re currently using Stripe as our payment gateway for proposals sent through PandaDoc.
At the moment, we don’t want to show credit card surcharges on the proposal itself (in the pricing table), but we still need to charge this fee when a client pays via card.
Is it possible to edit or adjust the Stripe payment amount after the document is sent but before the funds settle, so we can apply the surcharge on the backend instead?
Or is there a recommended way to apply a Stripe surcharge without including it visibly in the proposal pricing? Stripe says they do…
2 votes -
[Notifications] Send completion alerts to internal stakeholders without giving document access
Some documents—like HR or legal paperwork—may contain sensitive information that shouldn’t be visible to all parties. This request is for a feature that allows users to configure "FYI-only" notifications upon document completion. These recipients would receive a notification that a document has been completed, but would not be granted access to the document contents or record.
2 votes -
PandaDoc verified badge
We want to be able to show our customers on the product pages on our websites that these clients have been "identity verified" with PandaDoc. Ability to use a "PandaDoc verified" badge on product pages on our websites.
2 votes -
HubSpot CPQ Support for Product Bundles
Address limitation where only the main item with the total price is reflected in HubSpot line-items
2 votes -
2 votes
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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 -
the ability to change the "Creator" field that says PandaDoc.com in the metadata of the downloaded PDF
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 UTC2 votes -
SMS Verification: track the SMS deliverability
Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.
4 votes
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