7365 results found
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design template details API to expose conditional smart content rules or logic
Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?
2 votes -
QuickBooks Online Taxes and Discounts
Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.
3 votes -
When selecting a product from a Product Box - group all products together to improve the view
When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote
1 vote -
Auto and Manual sort of products on Forms and Quotes
Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.
It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.
1 vote -
the ability to change the "Creator" field that says PandaDoc.com in the metadata of the downloaded PDF
when checking the metadata in the PDF it shows that it was created by PandaDoc and we need to see if it's possible to get that changed. If you could please raise a formal feature request on our behalf that would be appreciated. Having to use a 3rd party program to remove pandadoc branding from the metadata is frustrating.
"Creator: PandaDoc.com (https://www.pandadoc.com
Producer: PDF4U
CreationDate: Wed Jun 4 16:18:18 2025 UTC2 votes -
Add an endpoint to enable retrying webhooks via API
Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.
Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.
Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.
8 votes -
Use Recipient groups in MS Dynamics
Use Recipient groups in MS Dynamics
2 votes -
Tag fields for Templates from PDFs via API
We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.
2 votes -
Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
2 votes -
Ability to map products to pricing tables and pricing section in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
2 votes -
Configure the expiration period of user's sessions
Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.
4 votes -
SSO Groups
User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc
4 votes -
Disable the share via a link feature for the specific document
Disable the share via a link feature for the specific document
2 votes -
Option to have 2 payment otion for 1 document using 2 different pricing table
Option to have 2 payment otion for 1 document using 2 different pricing table
2 votes -
Payment variables
Payment variables: system variables that will reflect the details of the payment setup configured on a document
1 vote -
Option to add attachments to the Room home page
Would like to be able to add attachments such as a PDF to the home page
2 votes -
Export Quote Builder/Pricing table as CSV
We'd like to export CPQs, tables as a CSV file
4 votes -
Embedded Template Editor: Add Design Tab
Add the design tab as it is in the regular UI to the embedded editor, so that formatting options such as page number display can be set.
1 vote -
Automatically enabling ID verification on previously created documents and templates.
Ability to automatically enable ID Verification on previously created document
1 vote -
Linked fields in Smart Forms.
Linked fields in Smart Forms.
1 vote
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