5362 results found

1. Attach quote as a PDF, when quote is sent

   Please add an option to attach a PDF copy of the quote to the email PandaDoc sends recipients. Currently the email only links to the dynamic quote. Many customers prefer a PDF they can save, forward. Ideally a toggle at the template/workspace level.

   Not just attachment on completion.

   6 votes

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   3 comments  ·  Automations  ·  Delete…  ·  Admin →
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2. Populate the product description from Pipedrive from Products -> Variation -> Comment

   Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.

   12 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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3. Support IdP Group Sync & Group-Based Workspace Assignment via SCIM

   Enable SCIM group object provisioning and support dynamic workspace, role, and license assignment in PandaDoc based on IdP group membership (Okta, Entra, or other SAML/SCIM providers).

   7 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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4. Downloads: add recipient name to the document title

   When multiple documents with the same title are downloaded in bulk (documents are bulk uploaded), PandaDoc automatically adds numbers to the file names, which makes it difficult to distinguish between them. It would be helpful to include the recipient’s name in the document title instead.

   3 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Sales Invoices for QuickBooks Payments
   3 votes

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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6. Bulk removal of a specific approver.

   Right now, you can only remove an approver on a template or draft document level. Provide a tool that can bulk remove an approver from all template or draft document that they are an approver on.

   3 votes

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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7. Pull Data Fields from documents via API or Webhooks

   the ability to pull data fields from contracts via API or Webhooks

   3 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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8. Contact List: Show the Company Name beside Name and Email Address

   Have the Company Name of the contact show in the contact list just like the name and email address.

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   3 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Drop down fields in the quote builder

   The ability to use drop-down fields within the quote builder for selection.

   2 votes

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   1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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10. 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

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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11. Conditional logic for "Send another document" automation — trigger based on certain criteria

    A user sends a proposal. If the sender belongs to the Enterprise team, a follow-up MNDA should automatically be created and sent to a third-party contact pulled from the CRM. If the sender belongs to SMB, no follow-up is needed.

    3 votes

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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12. 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

    8 votes

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    1 comment  ·  Workflows  ·  Delete…  ·  Admin →
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13. Dynamic "Required Fields" Progress Counter

    The recipient view displays the total number of required fields in the document, regardless of whether they have already been populated. For example, if a document contains 20 required fields and 18 are pre-filled via the API, the counter still displays "20 fields required."

    Proposed Improvement: Update the counter to reflect only the incomplete required fields. In the scenario above, the UI should dynamically update to show "2 fields remaining."

    For customers who pre-populate the majority of their document data via API, the current counter is misleading and potentially impacts completion rates as recipients think they need to complete more than they do to finalize the document.

    The recipient view displays the total number of required fields in the document, regardless of whether they have already been populated. For example, if a document contains 20 required fields and 18 are pre-filled via the API, the counter still displays "20 fields required."

    Proposed Improvement: Update the counter to reflect only the incomplete required fields. In the scenario above, the UI should dynamically update to show "2 fields remaining."

    For customers who pre-populate the majority of their document data via API, the current counter is misleading and potentially impacts completion rates as recipients think they need to complete more… more

    3 votes

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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14. Selecting Time zone for Sydney Australia (UTC +11) AEDT

    Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings

    4 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Support Referencing PandaDoc Catalog Items in Quote Builder via API

    Support adding PandaDoc Catalog items directly to Quote Builder through the API using a Catalog identifier (e.g., SKU or Product ID), instead of requiring all product data to be passed inline in the payload.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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16. Support HubSpot graduated tier pricing

    Current HubSpot integration does not Support graduated tier pricing - products are passing to the pricing table/quote builder but the price do not.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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17. 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

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. Quote Builder: Show Tax as a flat amount automatically

    Within Quote Builder, add a Tax as a percentage and have the pricing displayed in a dollar amount automatically (as it works for Pricing Table).

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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19. Date Field: Font Type

    Have the ability to change the font of the date field to match the document font.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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20. [Word Import]: When MS Word documents are uploaded to PandaDoc, the page size mirrors the original document settings.

    The Word page size is not kept after it is uploaded to PandaDoc.

    241 votes

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    19 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.