7293 results found
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Quote builder: set a fixed Contract Term
Option to set a given term as default for all the lines created from the catalog
2 votes -
Show the error message when users are editing the recipient details
The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.
3 votes -
Automation for Salesforce for creating document
Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity
4 votes -
Have the ability to redact information in downloaded PDFs
Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.
1 vote -
Quickbooks product description mapping
We need the product description to map from Pandadocs into Quickbooks without it updating the Product library in Quickbooks
1 vote -
Have signature certificate as one page instead of two
We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.
1 vote -
MM/DD/YY date format
Option to have MM/DD/YY format instead of MM/DD/YYYY
2 votes -
Ability to add a fixed amount of padding in pricing table
Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.
2 votes -
Collect and Encrypt credit card details with Chase payments through Salesforce
Collect and Encrypt credit card details with Chase payments through Salesforce
2 votes -
Promote private endpoint for dashboard to public api
Prospect Fusion SD asking for dashboard private endpoint listed below to be considered to be promoted to public api for an embedded use case with multi-workspaces
https://api.pandadoc.com/dashboard/web?period=3months&from_date=2025-02-25T05%3A00%3A00.000Z
2 votes -
automation: completed document triggers to create a room from a room template
Sales handoff to onboarding and project management:
automation: when a document is in "completed" status, tigger to create a room from a room template2 votes -
Prevent SF users from editing locked variable tokens
So we can prevent users from making edits on locked content, but when the document is created in SF, the ability to prevent users from making edits on locked variables becomes possible, which should not be the case.
2 votes -
Ability to pull the document completion date (when all recipients have completed the document) from PandaDoc into HubSpot.
Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.
2 votes -
API - 1 email to on different roles
Ability to use the same email on different roles in API
3 votes -
Text style bold in the column name in the quote builder
Text style bold in the column name in the quote builder
1 vote -
Ability to automatically assigned the deal owner to the template role when using Pipedrive
When using PipeDrive, the deal owner should be automatically assigned to the template role
2 votes -
Update product images via CSV file that have the same image link but the images have been altered
Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.
This request is for the image to update correctly - even if the file has the same name.
10 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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Payment Method Zeller
Add the option to use "Zeller" as a payment method
1 vote -
Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
8 votes -
Add Margin & Padding option on header of page
Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.
1 vote
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