7495 results found
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When a custom property in a CRM changes automatically create a document
When a custom property in HubSpot is updated, automatically generate and send a document to the client. For example, if a customer chooses to pay via invoice and the payment method property in HubSpot is changed to ‘Invoice,’ the automation would create a credit application form and send it to the client automatically.
1 vote -
Option to attach PDF drawings and stp files
As a company that provides engineering proposals, we attach PDF drawings and .stp file (3d models)
suddenly pandadoc wont allow any file other than a pdf to be attached, we have tried zipping files, compressing.... etc but this feature seems to be removed.Please add back in any file type attachment.
1 vote -
The ability to easily push design elements full bleed
- The ability to easily push design elements full bleed. 2. Also have some sort of 'margins' set for consistent text blocks or other inset elements (like in Canva, i can easily push images to the edge, but I can still set a margin that is visible, and/or text blocks will snap to).
2 votes -
3 votes
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Allow Document Sender Reassignment Without Resetting Signatures
When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.
3 votes -
Ability to View Historical Credit Usage
It would be helpful to have a feature that allows users to see the historical usage of PandaDoc credits.
1 vote -
The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
2 votes -
Share template folder with other workspaces
Ability to share a template folder with other workspaces
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Set a limit on form responses
Have a way to limit the clients response to the form sent to them
7 votes -
Allow Smart Form Fields to Populate Values Even When Hidden
Currently, in PandaDoc Smart Forms, when a rule both hides a field and sets its default value, the value is not populated because hidden fields default to empty.
The solution is to allow hidden fields to retain or populate their values when set by a rule, so users can hide fields from the form interface while still leveraging their values.
2 votes -
2 votes
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Change notification language depending on your role on the document
The language in the notifications a user receives is the same regardless of whether they are a signer or a cc'ed recipient. There is no call to action to sign the document, so they cannot tell if they need to take action or not. I'd like to have a signer receive a message to "please sign the document" or "your signature is required" or something, whereas a cc'ed recipient should receive a message like "you've been cc'ed on a document."
1 vote -
Make "Shared with me" Documents searchable"
Make "Shared with me" Documents searchable"
0 votes -
Billing Frequency Variable For Pricing Tables
Users would like to have a system variable that captures the billing frequency of products in a pricing table and inserts this value anywhere within the document.
2 votes -
Drag to highlight and select multiple fields at once. Mass edit the selected fields
Use the mouse to mass select multiple fields at once by dragging. Similar to highlight function on your computer. Mass update "required" field settings or change assignment to different person. Multi-clicking takes so much time when you have hundreds of fields in a form.
1 vote -
Update Content from File" for Editable Text Box Templates
Problem Statement: Many of our most important templates were built "natively" in PandaDoc using individual text boxes, not an uploaded file.
Our legal and operations teams frequently send us revised versions of these documents as a new PDF or Word file. When this happens, our only option is to manually:
Open the new PDF and the old PandaDoc template side-by-side.
Read through both to find the differences.
Manually copy the new, updated text from the PDF.
Find the corresponding text box in the PandaDoc template.
Delete the old text and paste in the new text.
This is an extremely slow,…
1 vote -
Billing frequency in Quote Rules - set the number of months in the billing frequency
The customer needs to - set the number of months in the billing frequency so the contract term is calculated
3 votes -
The ability to apply an expiration date to a form link
It would be convenient to be able to apply an expiration date to a form link, so that they automatically expire after a certain date. For example, I create a form for an event being held on November 21, 2025. The link for this form, as well as any started but not completed responses will automatically expire on November 22, 2025.
1 vote -
Feature that disables the download option by default and automatically enables it once the document has been approved
Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.
Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.
7 votes -
ability to add 3rd discount in one pricing table: 1) in the line items, 2) in the subtotal, and 3) overall total.
I finally had time to try to make this work and I can get two discounts to work but we actually need to be able to have 3:
1) line item discount
2) multi-year discount
3) reseller discountWe need them to also calculate in that order.
2 votes
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