2928 results found
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Ability to create a single contract that links to multiple opportunities or deals in a CRM with automations for them all.
Some clients manage complex accounts where multiple reps are working multiple deals simultaneously — each tracked as a separate opportunity. However, when it comes time to execute, all of those deals are consolidated into a single contract.
The current automation only applies to the primary opportunity, which means once the contract is signed, there's manual backend work required to update the remaining opportunities.
The ability to link multiple opportunities to a single contract would eliminate that manual overhead and ensure automation fires accurately across all associated deals.1 vote -
SSO: SCIM 2.0
SSO SCIM 2.0
38 votes -
Duplicate Field to all pages
Have the ability to duplicate fields to all pages in the document
2 votes -
Allow "Mark as Paid" for documents in Sent/Pending status (no recipient action required)
Description:
Currently, the "Mark as Paid" option in the Payments dashboard is only available when a document is in Waiting for payment status. This requires the recipient to have opened or completed the document first. However, in cases where payment is collected outside of PandaDoc (bank transfer, check, etc.) and the document has no outstanding recipient actions, users have no way to update the payment status without involving the recipient. Request: allow users to manually mark a payment as paid regardless of document status, or at minimum when the document is in Sent/Pending status.1 vote -
Trigger Payment Flow When Manually Completing a Signed Document
When a document is manually moved to "Completed" (to reflect an offline/outside signature), any attached payment step is silently bypassed. There should be a way to still trigger or prompt for payment collection in this scenario.
Current Behavior - If a signer executes a contract outside of PandaDoc and you manually update the document status to Completed, the payment block attached to that document is skipped entirely. The only workaround is to collect payment through a separate tool and then manually mark the document as Paid in PandaDoc.
Expected Behavior - When manually completing a document that has a payment…
1 vote -
Log the document reminders auto sent to HubSpot
I'd like the document reminders that I specify on my PandaDocs that are automatically sent to get logged back to the relevant records in HubSpot (deal, contact, company). I'm hoping that will show in the Emails and All Activity sections to give me a clearer picture of activity on my Deals.
1 vote -
Ability to configure conditional content directly via the embedded API.
Support for configuring conditional smart content content blocks directly via the embedded API.
3 votes -
Remove opt-out/reporting links from white-labeled delivery emails
As a professional services firm using PandaDoc for client proposals and engagement workflows, I would like the ability to disable or customize opt-out/reporting links in white-labeled delivery emails.
These links can create confusion for clients, weaken the premium branded experience, and unintentionally reduce trust during sensitive onboarding workflows such as accounting, tax, legal, or advisory engagements.
Ideally, firms using custom branding and verified sending domains should have an option to:
remove “report spam” style messaging,
customize footer language,
or use a cleaner fully white-labeled email experience.This would significantly improve the client experience for firms using PandaDoc as a client-facing…
1 vote -
Custom Role - ability to enable or disable permission to share via link
Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.
3 votes -
Automatically Send PDF Copy to Approvers After Internal Document Approval
Currently, a PDF copy of a document is only generated after full completion by all parties. It would be great to enable PDF generation after a document is approved by an internal approver.
2 votes -
Pull quote data into invoice
Option to automatically create an invoice that reflects the agreed-upon PandaDoc quote.
Steps:
1. The client selects their desired options in the quote and submits it for approval.
2. Event sales either approves the selection or sends it back for adjustments.
3. Once the final selection is confirmed and approved, PandaDoc automatically transfers the quote information into an invoice template.
4. The client receives the contract and the generated invoice simultaneously.
5. The client signs the contract and is immediately directed to the payment gateway.1 vote -
Add Netto in quote summary
Currently you cannot display to the client the total net price without VAT, fees, etc. Many clients need to see this data in the quote.
Also, there are different tax % and it is not possible to show the total for each tax rate. This is important for our clients1 vote -
Do not sign before or set a window/timeframe to sign
I would like the ability to set a timeframe in which a client can sign their document, such as no sooner than 30 days before the expiration date. Our process specifically requires their signature to be within 30 days of the planned service date for legality. We would like clients to be able to see and review the document before then, but not allow them to sign it until a specific timeframe. Rather than fill in a data manually, we would like to select something like expiration date minus 30 days as the soonest signing date so that it auto-calculates…
1 vote -
Apply white label for collaborator notification
Apply white label for collaborator notification
2 votes -
Separate timeline on the homepage
Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.
4 votes -
Remove CC recipient from Expired document
Ability to remove a CC recipient from an Expired document
2 votes -
Highlight sections of the template that are in need of approval
Currently, users can set up approval rules on templates based on quote fields (e.g., discounts applied to items). However, it’s not visually clear on the quote which sections are subject to these rules.
It would be great if sections requiring approval - when the conditions of the approval rules are met - were automatically highlighted so the approver can easily see what to focus on. For example, if any item in a section receives a discount that triggers an approval rule, that section should be visually highlighted.
This would allow approvers to quickly identify which parts of the quote require…
3 votes -
Remove Option to Turn Off Identity Verification
Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.
2 votes -
Combine approval + first signer step
Problem: When the final approver is also the first signer, they can’t sign until after a rep sends the document, creating delays and extra handoffs.
Request: Allow an approver who is also a recipient in the signing flow to approve and complete their signature in the same action, or allow post-approval pre-signing before external send.
Value: Faster turnaround, fewer internal steps, clearer accountability.
Acceptance criteria: Optional toggle at template/workflow level; audit trail records both approval and signature events.
1 vote -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
6 votes
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