5388 results found
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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 -
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 -
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 -
Ability to link PandaDoc document to Salesforce Account
Only on Opportunity & Quote?
Then why can I create contracts on an Account, and have them automatically linked?
There must be a way to link existing contracts to the Account object as well, right?
3 votes -
Ability to reorder documents in Rooms
Enable users to arrange the sequence of documents in the Room based on preferred importance and priority.
3 votes -
Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
Create Bundled Products via API
the ability to create bundled products via API
3 votes -
Dynamic Payment Amount Based on Signing Date
Allow payment amounts in PandaDoc documents or forms to be automatically adjusted based on the date a recipient signs (completes) the document.
2 votes -
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 -
3 votes
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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 -
Pull Data Fields from documents via API or Webhooks
the ability to pull data fields from contracts via API or Webhooks
3 votes -
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.
3 votes -
Drop down fields in the quote builder
The ability to use drop-down fields within the quote builder for selection.
2 votes -
Remove or hide crossed-out 0.00 for volume based pricing in quote builder.
Option to hide or replace crossed-out 0.00 € in the first tier (e.g., display as blank or "-")
2 votes -
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 -
HTML Template
Ability to upload HTML format files as editable templates on PandaDoc.
2 votes -
2 votes
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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 -
Line Item-Based Conditional Approvals in Workflows
Allow approval workflows to conditionally route documents based on specific line items (SKUs, product names, etc.) included in a Pricing Table or Quote Builder.
2 votes
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