7495 results found
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Greenhouse integration for Forms
Utilize Greenhouse integration in PandaDoc Forms too
2 votes -
insert PDFs at a specific location within a template
To be able to insert PDFs at a specific location within a template.
1 vote -
Reporting: Increase the date range for the Monitoring tab in Dev Center
Increase the date range, as we can only check up to 14 days in the Monitoring tab. A year range would be ideal, as account cycles are Annual.
1 vote -
Add a Logo to Custom App
Ability to add a logo to a custom app from the Dev Center.
1 vote -
Collect fiels field: setup file type
To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg
2 votes -
API Standardized Naming for "Collect Files" Option
When using the "Collect Files" feature in a PandaDoc template, the uploaded file names are displayed on the signed document. These names often lack a standardized naming convention, which can appear unprofessional. We suggest either implementing a standardized naming format for these files or providing an option to attach files without displaying their names or details on the completed document.
2 votes -
API Customizable Reminder Settings for Sent Documents
Currently, the API defaults to a single reminder for sent documents. It would be highly beneficial to allow customization of the number of reminders within the template settings. This would provide greater flexibility for our agents, particularly in cases of email delivery issues or when scheduling callbacks, ensuring better follow-up management.
2 votes -
Prevent Admins from Bypassing Approval Workflows
Ability to prevent admins/managers from bypassing Approval Workflows
2 votes -
email notifications when an automation has issues
receive email notifications when an automation or integration have issues
5 votes -
Spacer component in template builder section
We currently don't have a spacer component available when building templates, making it difficult to space the forms.
Having to work around with text fields to create a blank space between questions and form fields isn't a good experience.
1 vote -
signing order to be followed when suggest edits are made
signing order to be followed when suggest edits are made
2 votes -
Have the option to to customize the repeat reminder for bulk send. For example, set it to 30 days .
To have the option to customize the repeat reminder for bulk send. Currently, it can only be set to every 3 days or every week. The customer would like to customize the number of days like for example to be able to set it to 30 days.
1 vote -
Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025
When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.
Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…
7 votes -
Set Home Tab Options for Entire Workspace
We were wondering if we could customize the Home page’s time period for the entire workspace
2 votes -
Saved My Signature option on the mobile app
Ability to use the saved "My Signature" option on the mobile app
2 votes -
Multiple line item insertion in pricing table
Add the ability to input multiple values or line items within the pricing table (Quantity and Dollar Amount fields)
2 votes -
Update Signing Order once document is sent via API
when I try using the endpoint and passing in a signing_order I do not see it reflected on the recipient. Being able to change the signing order programmatically is something that is important to us since, per our last call, we have decided that we are going to be hiding the recipients option and building our own custom recipients UI
2 votes -
registration for recipient verification
Be able to use registration as a method for recipient verification
1 vote -
Add page breaks between content blocks generated via Smart Content
Ability to insert page breaks in between content blocks populated through a Smart Content Block.
1 vote -
Prevent requestor self-approval when submitting forms/templates/documents
Currently, if a requestor is also listed as an approver, PandaDoc allows them to sign or approve a document at the time of submission. This behavior effectively bypasses the approval workflow.
This creates a security and compliance risk, since it allows someone to self-approve their own submissions. In regulated or audited environments, this violates separation of duties principles and undermines the integrity of approval processes.
1 vote
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