5360 results found
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Display Vimeo Video Thumbnail on PDF
Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.
5 votes -
Language Localizaion for API Embedded Editor.
It would be helpful to have language localization options in the PandaDoc embedded editor for document creation and template editing. Right now, it is only supported for recipient-facing signing experiences.
2 votes -
Improvements to help manage approval workflows that contain invalid or removed users.
The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.
Some enhancements to improve this process would be:
Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.
Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.
Prompting the user that the approval workflow cannot be activated because it contains…
2 votes -
Remove the locked in lines on the forms and change font size
Make the forms so that when placing the signature block on the page the signature doesn't lock into a random line that doesn't line up with actual signature line and change the default signature font size to 12 instead of 15 so it fits on most forms.
2 votes -
email notifications when an automation has issues
receive email notifications when an automation or integration have issues
6 votes -
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen
3 votes -
Have a docx or PDF document that is screen reader accessible on pleading paper
Have a docx or PDF document that is screen reader accessible on pleading paper
2 votes -
[API] Create Session for Embedded Signing with Recipient Groups
It will be extremely time-consuming to utilize Pandadoc without this functionality, if possible at all.
Since we are relying on the Pandadoc API and Embedded Signing to integrate Pandadoc into our platform, we need to fulfill certain business needs. One of those needs is to allow for several users from a given organization the opportunity to sign a document. That means we do not know who from an organization will sign into our platform to make a signature.
What does that mean for our use of Pandadoc? Well, as I understand it, we need to create a document…
1 vote -
Access Image Library in Rooms
Have the ability to access the Image Library when adding images in Rooms.
3 votesHi. 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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Formatting properties as percentages
HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).
6 votes -
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.
4 votes -
Ability to sort folders/files in PandaDoc Room
When creating a PandaDoc room or adding files/folders, it would be good to be able to control the sort order - or even if it defaults to sort by file/folder name. Then, Clients can be trained to use a standardized folder structure. E.g.:
01Contract
02Onboarding Docs
03Kickoff Call Notes
04Deliverables
05_FAQ Resources2 votesHi. 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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Option to hide a line item so signer cannot see it
Option to hide a line item so the signer cannot see it, only the sender can see the item
2 votes -
Approval Workflow: Multiple Groups at the Same Stage (Parallel Approval Groups)
Allow multiple approval groups to approve at the same stage of a workflow. For example, Groups 1 and 2 could approve simultaneously, and only after both groups approve would Group 3 be able to approve.
2 votes -
HubSpot Cannot Process PandaDoc Webhooks
HubSpot requires Record ID's to be ingested as NUMBER type data.
PandaDoc currently sends custom Webhooks with a "linked_objects" header in the JSON payload, but this is a STRING.
When building a Custom Event or Webhook Receiver in a HubSpot Workflow, the build attempt will always fail because it cannot parse the STRING or coerce it to NUMBER, and results in a failure to finalize the webhook.
1 vote -
Feedback
From the documents view, when you hover over a specific document and click the menu that appears, when you go to click on CHANGE STATUS the menu quick shifts down one item so I have clicked ARCHIVE a bunch of times. This would be a nice fix to not have the menu change once it's opened.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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We would like a way to lock signature list on templates
We would like a way to lock signature list on templates. We have had users add additional signatures that are not needed on our forms.
1 vote -
Reporting: Document Data such as Contract Signature Date, Contract Start Date, Contract End Date
Have the ability to extract a report based on document data, such as Contract Signature Date, Contract Start Date, and Contract End Date.
2 votes -
custom pricing table field mapping in Zapier's PandaDoc integration
Currently the Pricing Table field mapping in Zapier is extremely limited, making it challenging to use pricing tables in dynamic ways. It would be great to be able to map data to custom Pricing Table fields in Zapier, or to be able to map to more than one pricing table within the zapier/pandadoc integration.
1 vote -
Account owner's appoval if chaning the Guest License to Full (Standard)
We would like the ability to require admin approval before a license is changed and invoiced.
1 vote
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