2996 results found
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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 -
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 -
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 -
AI Content Detection & Automatic Approval Workflow
As AI-generated content becomes increasingly common in sales proposals, organisations need governance to ensure customer-facing documents are accurate, compliant and on-brand before they are sent.
We would like PandaDoc to automatically detect AI-generated text and images within a proposal and trigger a configurable approval workflow.
Business case
Many organisations encourage the use of AI to improve productivity, but AI-generated content can introduce risks including:Incorrect branding and logos
Inaccurate product or technical claims
Misleading AI-generated images or diagrams
Over-promising functionality
Legal, compliance and reputational riskRather than preventing AI use, PandaDoc should help organisations govern it.
Expected behaviour
When AI-generated…3 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).
10 votes -
Allow updating contract metadata via API for imported/completed documents
We bulk-imported our legacy contracts into PandaDoc's Contract Repository and need to add metadata (partner, start date, end date, etc.) to them in bulk via API, so our team can search, filter, and report on this data. Right now this can only be done manually, one document at a time, through the editor's Data panel. Please add API support for writing Contract Repository metadata fields on documents, including ones that are already completed, so bulk-imported contract archives can be populated without manual data entry.
2 votes -
Pull Data Deal Stage - Ability to customize fields to help with selection.
Under new editor, when selecting deal record from drop down in workflow step, would like ability to customize the fields that re displayed when selecting the deal record to attached to the document. Specifically, they want to include the deal stage.
2 votes -
Fix API text rendering to prevent text overlap with invisible field tags
Problem:
When PDFs with invisible (white-colored) embedded text containing PandaDoc Field Tags are uploaded via the API, the form text gets cut off or overlaid by the field tags. The same PDFs upload correctly via the UI with no text issues.
Customer Impact: Forms created through the API are incomplete and unusable for signing—critical information is hidden.
Feature request: Fix the API's PDF text rendering to match the UI behavior—ensure invisible field tags don't cause text overlap regardless of upload method.
Requested by Client: jthibodeau@bwalk.com (Ticket for reference: 126471189)
2 votes -
Allow internal users on Member role to add documents to rooms they are a member of
Internal users on a Member role should be able to add documents to rooms they have been added to, without needing to grant higher-level permissions that would give them visibility across all rooms in the workspace.
2 votes -
Add Linked-Objects Support to MCP Connector
The REST API supports linking documents to Salesforce Opportunities, but the MCP connector doesn't expose this tool.
What customer needs: Ability to link API-created documents to Salesforce Opportunities so they appear on the Opportunity record and sync their status. Need to add linked-objects endpoint to MCP connector with provider, entitytype, and entityid parameters.
2 votes -
Support Secondary Templates as a Source for Conditional Smart Content
Customers using Conditional Smart Content with multi-page or complex addendum sections are currently required to save each page or block to the Content Library individually. This creates a significant maintenance burden — any update to the addendum must be replicated across multiple library items manually.
Requested Enhancement:
Allow a full template or template section to be referenced as the conditional content source within a Smart Content block, rather than requiring content to be saved as static Content Library snapshots.Use Case:
This customer uses a guided selling workflow with a three-option checkbox (UCaaS, CCaaS, CloudCare). When CloudCare is selected, a…2 votes -
Native Salesforce Package — Support Total/Bottom-Line Discount Sync to Opportunity Line Items
Currently, the native PandaDoc Salesforce package only captures line-item level discounts when syncing quote data back to Salesforce Opportunity Line Items. When reps apply a total or bottom-line discount (e.g. a reseller discount row added at the bottom of a channel quote), that discount is not captured in the sync — resulting in incorrect amounts on the Opportunity Line Item.
There is also no native normalization between discount types, meaning a dollar-value discount can sync as a percentage (e.g. a $700 discount syncing as 700%), causing further data integrity issues downstream.
Real-world impact:
Affects channel quotes where reseller discounts are…
2 votes
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