5360 results found
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Hide Total Contract Value in Template Level (Quote Builder - Data Merged - HubSpot)
Option to automatically hide the Total Contract Value in the quote builder totals section at the template level to avoid manual hiding in each generated document when pulling data through data merged in HubSpot.
1 vote -
Canva Design on Documents/Templates
Requesting to have this feature back. Make it easy for users for content design.
1 vote -
Home: show just the completed status on the finalized view, and will not show signed
To show just the completed status on the finalized view, and will not show signed
3 votes -
Recalculate after a tax with currency/money value instead of percentage the calculation if I change the price of any quote
Hi. I have a question regarding the quote block (not price table). If I insert a tax with currency/money value instead of percentage the calculation seems to be broken if I change the price of any quote item. There is no recalculation after changing a price. Instead, a correction of the percentage takes place. That's really bad UX and a major source of errors. Is there a trick to getting around it?
1 vote -
Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor
Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.
4 votes -
Option to export contacts with links to PDF/Documents
Option to export contacts with links to PDF/Documents
1 vote -
View the usage credits used with Make.com documents
View the usage credits used with Make.com documents in Settings, to be able to know how many documents were created using Make
2 votes -
[Quote builder] Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
10 votes -
Reports: Ability to filter all documents
Have the ability to filter all documents, not just by "Sent", "Created", and "Completed".
2 votes -
Home: document overview option
We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!
2 votes -
Approval workflow: Allow approval between first and second signer
Allow workflow: "First signer completes → Document comes to you for approval → After you approve → Second signer receives it."
I am currently only being able to Approve the document before sending it, not between the first and second signer
2 votes -
Duplicate steps of the CPQ workflow
Ability to duplicate one of the steps in the workflow without having to re-write all of the quote rules
2 votes -
Abilities to simply stop reminders and to temporarily pause reminders on a specific sent quote
It would be nice to have both the ability to simply disable the 'sign this quote' reminders for a particular quote that has been sent and also to temporarily pause the reminders for a particular amount of time if the customer gets annoyed or requests it to stop.
The workarounds are not good enough.
1 vote -
Conditional Logic Between Form Fields and Pricing Tables
A feature that would allow users to configure conditional logic that dynamically adjusts pricing in the Pricing Table based on recipient input from other form fields, like dropdowns.
For example, when a client selects a specific option from a dropdown field (e.g., "Student" under "Member Status"), a corresponding discount or pricing adjustment is automatically applied to the totals in the Pricing Table.
3 votes -
Fields placement adjustment
There should be a way to align the fields' positions with each other. If we add multiple fields one under another, we can change their position using the spacebar key, but even then, the fields' position isn't completely aligned.
1 vote -
Ability to limit the future dating range
A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?
For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).
We might not be able to maintain/honor our current pricing that far in advance.
5 votes -
Ability to request an on demand notary from a specific state.
Users cannot currently request a notary from a specific state when doing an On Demand session. Certain states, such as Florida require their documents to be notarized only by Florida notaries. Need ability to request a notary for a specific state in this scenario.
3 votes -
Ability to enforce workflows by removing the “Create Document” button in PandaDoc CPQ - HubSpot
Currently, when using PandaDoc CPQ within HubSpot, the workflow feature allows users to create a document automatically as part of a defined workflow. However, there is also a separate “Create Document” button that allows team members to bypass the workflow entirely. Add an option to disable/remove or hide the “Create Document” button, so that all document creation must go through the designated workflow.
2 votes -
Improve Template Click Workflow
Clicking on a template title should create a new document by default. Editing the template should live under the “More” dropdown. This would align with common UX expectations and reduce accidental template edits.
1 vote -
Allow Recipients to Self-Enroll in SMS Reminder Notifications
Currently, SMS reminders require recipients to receive a document or notification first, then opt in or provide initial consent to start receiving messages. And setting up delivery method is handled at the workspace or document level.
This feature would allow recipients to self-enroll for SMS notifications by texting “START,” to PandaDoc phone number even if the workspace default delivery method is set to email. Recipients could opt in for SMS as an additional channel without affecting the default email delivery. This would give signers more flexibility, for example if they are away from the office, and help accelerate document signing…
2 votes
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