7431 results found
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Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.
Hello, when I use the Calculate option when setting up a Payment One time amount equal to say 25% of the total of the Pricing Table, how can I get the paid amount and/or discount amount in webhook notifications?
Currently, when I get a webhook notification when the document changes to a document.paid status, the only amounts that show up are the totals of each pricing table separately and the total of all pricing tables, but no where do I see the paid amount or discount percentage.
Do you have any suggestions?2 votes -
Embedded Editor: support Card details field
Option to support the Card details field when using Embedded Editor (API).
3 votes -
Add Watermark Positioning Controls to PandaDoc
Currently, PandaDoc allows users to customize several watermark properties—such as font size, opacity, text, and color—which is incredibly helpful. However, there is no option to control the positioning of the watermark on the document. This limitation has led to numerous customer complaints, particularly when the watermark obscures critical content like signatures, pricing tables, or legal clauses.
We propose adding a simple yet powerful enhancement: the ability to choose watermark positioning. Even a basic set of options—such as top, bottom, or diagonal—would provide users with the flexibility to ensure watermarks do not interfere with document readability or layout.
Why this matters:
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2 votes -
Add multiplier on Pricing table footer
I want the subtotal to be multiplied by 12
2 votes -
[CPQ Pricing Model] No Cure, No Pay (Outcome-Based Pricing)
Outcome-based pricing - only pay if a specific result or outcome is achieved, such as No Cure, No Pay
2 votes -
Option to be able to identify who is accessing the room with full name plus email.
Option to be able to identify who is accessing the room via link with full name plus email.
2 votes -
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
2 votes -
Support dynamic decimal place formatting per field from Salesforce in Quote Builder/Pricing Table
- Allow PandaDoc to respect or dynamically pull the original decimal precision defined in each Salesforce field.
This would enable mixed formatting in the same document — for example:
A standard currency value displayed with 2 decimal places (e.g., $1,234.56).
A calculated rate or fractional value displayed with up to 5 decimal places (e.g., 0.12345), but only if non-zero.
2 votes -
Vanta integration
DocuSign has a native integration with Vanta, offering:
Automated compliance tracking: Vanta automatically tracks signed security documents (e.g., Acceptable Use Policies, NDAs, security training acknowledgments).
Real-time syncing: Signed documents in DocuSign are mirrored in Vanta, meaning compliance status updates instantly.
Audit readiness: Vanta uses DocuSign as a source of truth for signatures, simplifying SOC 2, ISO 27001, etc.
❌ PandaDoc does not have a native Vanta integration which hopefully can be available
3 votes -
Option to set time zone for notifications
To have the option to set a time for notification since we do not want to receive notification during weekends
2 votes -
Quote UX imppovements (to match pricing table options)
The client needs to make sure the design of their quotes is EXACTLY as it used to be - they were using pricing tables before. Now that they moved to CPQ, there are some quote design limitations that are critical for them:
Bold column headers
Alternate row colours
Italic description1 vote -
hide documents with a certain tag
a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".
2 votes -
Option to lock text formats
Have the option to lock the formatting options so other users won't be able to edit or change the format of a template or document.
2 votes -
Add Ebizcharge as a payment gateway in PandaDoc
the question is more geared towards how does our payment platform (Ebizcharge) provider become a payment integration partner with pandadoc like Auth.net, square, paypal, stripe etc
2 votes -
Add headers in certain pages
is there a way to have headers on only certian pages
2 votes -
Validation for Quote Builder columns
The client would like to set validation for the column in the QB: if the discount is set to value > 0, then the column for reasoning (text) must be filled in as well.
2 votes -
Update Hubspot Property with PandaDoc document status.
I am also looking to populate a property to log the time stamp of when a document has been sent and when a document has been paid. For this I've created a property called "PandaDoc status" on hubspot deals. I would like this property to mirror the live status of the document. While I see how to change the deal stage, I want to send the document status to a property in hubspot. Can you help me with this please? It's quite urgent so if you could get back to me asap that would be great!
1 vote -
PandaDoc - Salesforce Experience Cloud integration
Direct integration within Salesforce Experience Cloud
2 votes -
Filter to Exclude Moved Documents (i.e., Documents in Folders)
Ability to filter document view to exclude documents that have already been moved into folders, so they can focus only on unorganized or standalone documents.
2 votes
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