7365 results found
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pulling a report on how many smart contents was used
pulling a report on how many smart contents was used
1 vote -
Ability to have a more flexible search option
Have the ability to be more flexible when searching for documents.
For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.
3 votes -
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.
2 votes -
[Intergration] Native way in PandaDoc to change values coming in from Integrations
Some values from integration are not front-facing friendly, like values of True/False. Please make a way to make a native feature in PandaDoc that lets you convert such values into something that the creator can manipulate. Like changing the True/False into Yes/No in the document.
1 vote -
Photo collage
I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.
1 vote -
Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
2 votes -
Ability for a user to approve documents without needing access to "Can view any document."
Currently, even if a custom role has access to approve documents, they can only approve documents created by other users if "Can view any document" is selected. Looking for a way to have users have the ability to approve documents that they are selected to approve, but still not have access to all documents created by other users. They would only have access to documents created by other users if they were added as an approver to that document.
2 votes -
Webhook for Signer Changes Due to Document Forwarding
Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.
2 votes -
ID check for Forms
Ability to enable ID Check (recipient verification) on forms and make it required
2 votes -
disable attachments to Zoho CRM while keeping email attachments
disable saving PandaDoc document attachments to Zoho CRM while still keeping email attachments enabled.
1 vote -
Enable/Disable Notary by Workspaces
They use both On Demand and BYON. They would like to have it enabled only in certain workspaces.
2 votes -
2 votes
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Quote Builder: Custom Column Total
Have the ability to add the total of the custom column in the totals tab.
3 votes -
Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
2 votes -
2 votes
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Support Formatted Currency Output for Custom and Calculated Fields in HubSpot
Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
value (e.g., 1000)
formatted (e.g., $1,000.00)This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.
2 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
3 votes -
Add non-roman characters
Can non-Roman characters be added to the editor and to the recipient language?
1 vote -
Ability to make payment as refunded
We anticipate some clients may request refunds, and for internal tracking, it would be helpful if the engagement status reflected that rather than just showing as “Paid.” This would also help us with the total, under the payments section, accurately reflecting the total paid amount.
1 vote -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
7 votes
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