3784 results found
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Customize manual reminder text
Option to customize follow-up (manual) reminder text
62 votesHi,
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Auto-populate recipient phone number from user profile for SMS verification
In workspaces with 21 CFR Part 11 compliance, SMS verification is required. The phone number should auto-populate from the workspace user profile to reduce manual entry and support compliance workflows at scale
3 votes -
Expand functionality of the Audit Log - increase length
It would be extremely valuable if the audit log retained historical data for longer than the current retention period.
Currently, if a document was deleted or archived more than six months ago, there is no way to identify who performed the action or when it occurred. This makes investigating historical issues or responding to customer queries difficult.
An extended or searchable audit history would improve traceability, accountability, compliance, and troubleshooting by allowing administrators to review document activity beyond the current retention window. Ideally, organisations could configure the retention period based on their business or compliance requirements.
4 votes -
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 -
Room-related webhook events (such as room.created, room.viewed, etc.)
Function that would allow customers to detect Room activity via the API and connect it to their CRM data.
6 votes -
Document.Value on pandadoc__PandaDocDocument__c object in Salesforce
The customer would like to see Document.Value as a field on pandadocPandaDocDocumentc object in Salesforce.
5 votes -
Export Document Data: API
Not really. i know i can export the data to csv however, i am automating the extraction process by using the API key to call the data into another system where i can use it for reporting. The production API pulls tokens, variables and some fields from documents but it does not pull data manually entered into the "Review Data" form. this is the challenge. How can the API pull that manually entered data? see the screenshot i sent to you earlier.
2 votes -
Measure how many HubSpot deals we have sent a Room to
I need to connect Pandadoc room events to HubSpot to measure how many HubSpot deals we have sent to a room
4 votes -
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 -
Quote Builder Section Selection to Dynamically Trigger Smart Content
Allow Smart Content blocks to be triggered dynamically based on Quote Builder section selection, so that when a recipient selects a package/section in Quote Builder, the corresponding service descriptions automatically populate in the document.
3 votes -
Hide "Setup Payment" step when payments are globally disabled
In the new document creation experience, the "Setup Payment" step appears in the workflow for every document — even when payment collection is globally disabled at the workspace level. This forces users to click through an irrelevant step every time they create a document, adding unnecessary friction to their workflow.
Expected behavior:
If payments are disabled globally in workspace settings, the "Setup Payment" step should not appear in the document creation flow at all. It should only be visible when payments are enabled.Additional context:
Users who previously relied on a streamlined document creation → generate link flow now require…
3 votes -
Sequential milestone signing from a single recipient within one document
To get multiple signatures from the same recipient but at different points in time.
The specific document we want to use is a "project tracker" where we need the customer to approve different project milestones.
After a milestone is approved, we can proceed to the next project phase.Currently, if we place all signature fields on the document initially, customers must complete every signature field for the document to be considered complete.
It would be helpful if we could assign a signing order per signature field or a specific date for each signature.
3 votes -
Lock recipient selection in Multiple-item/Multiple-section selection mode
Customers using “Multiple-item selection” or “Multiple-section selection” want items pre-selected but not editable by the recipient. Currently impossible — these modes always show interactive checkboxes, and row-level “Optional items”/”Edit quantity” toggles only apply in Customized selection mode. Workaround (Customized selection + no optional rows) removes the pre-selected multi-item display. Requesting a way to lock recipient interaction while keeping this display mode.
2 votes -
Support user details (name, email) as token values for custom HubSpot User-type deal properties in HubSpot
When a HubSpot deal property of type “HubSpot User” is used as a PandaDoc token/variable, it currently only returns a raw numeric ID instead of the actual user’s information. The native Deal Owner field already works correctly, it resolves to readable user details. So the expectation is that custom HubSpot User-type properties should behave the same way.
2 votes -
Delete/ Archive options
You should be able to select options:
Remove the auto-delete function in the Archive
Or set a timeline of your choosing
Or manually delete from the archive4 votes -
webhook for email bounces
recipientdeliveryfailed webhook for email bounces
2 votes -
Recipient-Editable Unit Price in Pricing Table with Salesforce Sync
Allow recipients to edit the Unit Price / Sales Price of Opportunity Products directly within the PandaDoc Pricing Table during the signing process, with the ability to sync the updated value back to the corresponding Salesforce Opportunity Product record.
2 votes -
HubSpot deal tax rate in pricing tables in MCP
The tax rate from HubSpot in the pricing table: our VAT rate depends on the client's region and is already on the deal, so filling the table's tax from a deal property, the way merge fields fill deal data, would give every document the right rate from the start.
2 votes -
Linked HubSpot objects in the PandaDoc MCP server
Linked HubSpot objects in the PandaDoc MCP server
2 votes -
Ability to set the position of the bundled document when adding it via API call
At this point, when adding bundled document via /sections/uploads, it always appears at the end of the initial document.
It would be great to have the parameters such as order or position to control the location of the newly added document (i.e. if I set up "bundle_position": "0", the system will add my document to the very beginning).
2 votes
