5360 results found
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Document bundle: Ability to drag and drop content from one document to another in the bundle
Ability to drag and drop content from one document to another when having document bundle
2 votes -
pass custom parameters to the redirect url
Today, the Redirect URL after completion setting appears to be static. It would be extremely valuable if this redirect could be dynamically customized per document/session via integrations (e.g., Make / Zapier) or via variables, so customers can redirect signers to different landing pages and pass custom query parameters.
Why this matters (use case):
We run multiple campaigns and need to send signers to different LPs depending on:
document template / campaign
recipient / segment
region / language
deal owner / pipeline stage
We also want to pass tracking parameters such as:
utmsource, utmcampaign, utm_content
internal IDs like doc…
1 vote -
2 votes
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3 votes
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Age Verification
Alongside the current identity document verification, PandaDoc should also offer an optional Age Verification / Legal Age Check.
Why this is needed
In many use cases, it is not sufficient to verify only the authenticity of an ID document. We also need to confirm that the person is of legal age (18+), or in some cases meets the country-specific age requirement (e.g. 18, 21, etc.).
Expected functionality
Verify the ID document as usual (existing feature)
Extract date of birth from the document
Automatically validate whether the person meets the legal age threshold
Ideally, allow country-specific age rules depending on the…
1 vote -
Team Dashboard Add Back Button after drilling into someones dashboard
In Team Dashboard when you select a name and pull up the metrics for the team member, then go into one of the options (ie View) and when you click the back button it does not take you back to the team member dashboad but the Team Dashboad as a whole. Sounds like this is something that PandaDoc has not thought of having a back option so it takes you back to where you last were and not from the start which is not efficient
1 vote -
Have the option to remove the document from the finalized view if this was saved to a folder
Have the option to remove the document from the finalized view if this was saved to a folder
2 votes -
For the 'Catalog item details' API request to return product's subcategory.
For the 'Catalog item details' API request to return product's subcategory.
2 votes -
Option to access previous document versions directly in the PandaDoc interface
For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.
10 votes -
A way to "escape" the interpretation of square brackets ([]) as Variables via the API
The ability to "escape" the interpretation of square brackets ([]) as Variables via the API.
2 votes -
Request - Ask for More Information/Documents’ Option in Approval Workflow
Description:
Currently, the PandaDoc approval workflow only allows approvers to approve or reject documents. There is no option to request additional information or supporting documents and route the document back to the requester.We request a feature that allows approvers to:
Ask for more information/documents
Send the document back to the requester
Allow re-upload of supporting files
Resume the approval flow after updates
This will improve control, reduce rejections, and make the approval process more efficient and business-friendly.
1 vote -
Option to display the Deal Stage or Document Status in the Automations tab
When multiple identical automations are enabled at the template level, there’s no indication of which specific stage or status each one affects. For example, if I need to update the automation that triggers when the status changes to “Approved,” how am I supposed to identify the right one? At the moment, the only option is to open each automation individually to see whether it’s the one I need.
2 votes -
Merge Columns in Pricing Table
Merge columns in pricing table
1 vote -
Interactive AI avatar proposal for automated Q&A - Lemonslice
We’d love to see a direct integration with LemonSlice (or similar platform) to embed an AI avatar of the salesperson (using a photo) into each PandaDoc proposal. This interactive agent would:
Appear as the person sending the proposal
Answer customer questions in real time using proposal content as context
Help clarify details, reduce back-and-forth emails, and speed up decisions
The avatar would be automatically generated when a proposal is sent, using the document data and salesperson’s photo. Customers could then interact with it inside the proposal viewer - no extra links or tools needed.
This would create a smarter, more…
1 vote -
1 vote
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Export documents in Markdown format
Hi there, it would be great to have the ability to export documents in .md format. Google Docs/Sheets do it too, and this is way better for AI to use and learn from our documents this way (without writing python scripts to read PDF/.docx files).
Thanks for considering this feature.1 vote -
Send notification to sender once a payment is initiated by a recipient
Send a notification to the sender once a payment is initiated by a recipient
1 vote -
Send a viewer of a PandaDoc Room to Hubspot as a new contact
When someone logs in to view content from a sales room, push their data to Hubspot to create a prospect if they are not in Hubspot already.
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 votes
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Ability for CC recepient to be added on the auto reminders
For the CC receipient to receive the notification for auto reminders
5 votes
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