2993 results found
-
Change text color on a cell in Quote Builder
Allow to change the color of numbers or text each cell in a Quote.
2 votes -
[Word Import] Import complex MS Word features such as SmartArt to maintain the integrity of the original documents.
Due to the limitations for converting MS Word Docs into editable PandaDoc templates/documents, some design features in MS Word are not imported (for ex. SmartArt)
195 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Slide show of multiple images in a document
Ability to add a slide show of multiple images in a document
1 vote -
Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Save Headers and Footers to Content Library (and reuse across documents)
Description: Allow headers and footers to be saved as Content Library items so they can be reused and transferred into different documents. Today, headers and footers can only be added on Blank pages, and when you save a whole page as a Content Library item, the header and footer design does not save. This makes it hard to keep branding consistent across documents created from drafts or other starting points.
Use case: Create a document from a ChatGPT draft (through the integration), then quickly drop in the saved header and footer to make it “send ready” without rebuilding the header…
1 vote -
Hidden Variables in Documents - CSV-Populated Field Not Visible to Recipients
Users need the ability to include a variable in a document template that can be populated via CSV during Bulk Send but remains invisible to recipients. The primary use case is embedding internal tracking identifiers (e.g., workflow tags, custom IDs) for retrieval via the API — without exposing that data in the recipient-facing document. Current workaround is setting the variable's font color to white, which is fragile and unsupported. A native hidden/metadata field option would eliminate this friction.
1 vote -
Default Recipient Permissions on the account level
Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)
2 votes -
Copper: Search for part of an opportunity name when linking a document
PandaDoc does not support searching for parts of the name, but this would be a useful feature. When searching for a deal, the Copper Integration needs you to put the full deal name to locate it.
2 votes -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
2 votes -
Customizing the UI text/prompts during signature or payment
We're using the Enterprise version, so totally fine if this feature remains Enterprise-only. After working on the white-labeling process, we found that this would improve the experience for our prospects and clients and enhance our brand voice.
Replacing PandaDoc's icons/symbols (such as the signature or credit card icon) with our company logo within the signing or payment modals
Customizing the UI text/prompts in those modals (e.g., changing "Complete this document and pay" or "Make a payment" to a custom copy)
According to PandaDoc CS, these interface elements are part of PandaDoc's standard recipient experience and are not customizable at this…
1 vote -
Ability to create a single contract that links to multiple opportunities or deals in a CRM with automations for them all.
Some clients manage complex accounts where multiple reps are working multiple deals simultaneously — each tracked as a separate opportunity. However, when it comes time to execute, all of those deals are consolidated into a single contract.
The current automation only applies to the primary opportunity, which means once the contract is signed, there's manual backend work required to update the remaining opportunities.
The ability to link multiple opportunities to a single contract would eliminate that manual overhead and ensure automation fires accurately across all associated deals.1 vote -
Duplicate Field to all pages
Have the ability to duplicate fields to all pages in the document
2 votes -
Allow "Mark as Paid" for documents in Sent/Pending status (no recipient action required)
Description:
Currently, the "Mark as Paid" option in the Payments dashboard is only available when a document is in Waiting for payment status. This requires the recipient to have opened or completed the document first. However, in cases where payment is collected outside of PandaDoc (bank transfer, check, etc.) and the document has no outstanding recipient actions, users have no way to update the payment status without involving the recipient. Request: allow users to manually mark a payment as paid regardless of document status, or at minimum when the document is in Sent/Pending status.1 vote -
Trigger Payment Flow When Manually Completing a Signed Document
When a document is manually moved to "Completed" (to reflect an offline/outside signature), any attached payment step is silently bypassed. There should be a way to still trigger or prompt for payment collection in this scenario.
Current Behavior - If a signer executes a contract outside of PandaDoc and you manually update the document status to Completed, the payment block attached to that document is skipped entirely. The only workaround is to collect payment through a separate tool and then manually mark the document as Paid in PandaDoc.
Expected Behavior - When manually completing a document that has a payment…
1 vote -
Log the document reminders auto sent to HubSpot
I'd like the document reminders that I specify on my PandaDocs that are automatically sent to get logged back to the relevant records in HubSpot (deal, contact, company). I'm hoping that will show in the Emails and All Activity sections to give me a clearer picture of activity on my Deals.
1 vote -
Ability to configure conditional content directly via the embedded API.
Support for configuring conditional smart content content blocks directly via the embedded API.
3 votes -
Remove opt-out/reporting links from white-labeled delivery emails
As a professional services firm using PandaDoc for client proposals and engagement workflows, I would like the ability to disable or customize opt-out/reporting links in white-labeled delivery emails.
These links can create confusion for clients, weaken the premium branded experience, and unintentionally reduce trust during sensitive onboarding workflows such as accounting, tax, legal, or advisory engagements.
Ideally, firms using custom branding and verified sending domains should have an option to:
remove “report spam” style messaging,
customize footer language,
or use a cleaner fully white-labeled email experience.This would significantly improve the client experience for firms using PandaDoc as a client-facing…
1 vote -
Custom Role - ability to enable or disable permission to share via link
Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.
3 votes -
Automatically Send PDF Copy to Approvers After Internal Document Approval
Currently, a PDF copy of a document is only generated after full completion by all parties. It would be great to enable PDF generation after a document is approved by an internal approver.
2 votes -
Pull quote data into invoice
Option to automatically create an invoice that reflects the agreed-upon PandaDoc quote.
Steps:
1. The client selects their desired options in the quote and submits it for approval.
2. Event sales either approves the selection or sends it back for adjustments.
3. Once the final selection is confirmed and approved, PandaDoc automatically transfers the quote information into an invoice template.
4. The client receives the contract and the generated invoice simultaneously.
5. The client signs the contract and is immediately directed to the payment gateway.1 vote
.png){kind=link}
- Don't see your idea?