6102 results found

1. 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

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. Set a Date to Signing Date + X days AND exclude weekends and holidays

   Please add the feature where you can set a date field to X BUSINESS days after the signing date. Right now it adds that number of days but we need the ability to exclude weekends and holidays.

   Thanks!

   10 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   8 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

3. 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

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. 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

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Automations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

5. 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

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Workflows  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

6. 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

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

7. Selecting Time zone for Sydney Australia (UTC +11) AEDT

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

   4 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

8. 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

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

9. [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

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   19 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

10. UKG Integration

    Integrate with UKG.com

    3 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

11. Edit Contact Info of a User in the Workspace

    There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.

    2 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

12. Conditional approval based on HubSpot field

    Conditional approval based on a HubSpot field.
    Approval goes to a certain person if the ARR of the associated deal is over a certain amount, and does not go to that person if it is under a certain amount.

    3 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Approvals  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

13. Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot

    When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.

    6 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

14. Drop down fields in the quote builder

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

    2 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

15. Automatic translation of CRM product line items in PandaDoc documents

    Automatic translation of CRM product line items in PandaDoc documents

    2 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

16. An API endpoint for updating Content Library items
    2 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  API  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

17. Ability to export a list of documents Waiting for Payment

    Ability to export a CSV list of documents that are waiting for payment with due date and status

    2 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

18. ability to let bullets follow indentation

    Allow bullets to be indented

    2 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

19. Accessibility - Have Voluntary Product Accessibility Template (VPAT) or an Accessibility Conformance Report (ACR) available
    2 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

20. Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder

    I would like to know if billing start date will eventually be available in the quote builder.

    3 votes

    Vote Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
    How important is this to you?

    Nice to have You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating