7425 results found
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Option to automatically minimize the right-side panel on document editor.
Have an option to automatically minimize the right-side panel when opening a document for editing.
5 votes -
Set the custom field text to automatically fit around it
Set the custom field text to automatically fit around it
2 votes -
[Word Import]: When MS Word documents are uploaded to PandaDoc, the fonts mirror the original document settings.
Keep the fonts after Word file was uploaded into PandaDoc.
9 votes -
Ability to drag and drop content from one document to another when trying to do a bulk sending
Ability to drag and drop content from one document to another when trying to do a bulk sending
2 votes -
Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
9 votes -
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 -
Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
2 votes -
24 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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"No Payment Collection" UI visibility on Quote builder with no Payment gateway configured
"No Payment Collection" button is showing in draft documents even when payment collection is disabled.
There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected3 votes -
Room User Owner reassignment
It would be nice to have the option to change the Room Owner or have it reassigned
5 votes -
HTML on Rooms feature
The ability to insert/embed HTML or a code block in Rooms.
3 votes -
Integrate PandaDoc with a Tax calculator
Integrate PandaDoc with a Tax calculator
3 votes -
full-featured support of Quote Builder via API
Sehr geehrtes PandaDoc-Team,
wir nutzen PandaDoc zur automatisierten Angebotserstellung (Trigger aus Pipedrive/n8n, REST-API). Seit Wochen bestehen gravierende Funktionsdefizite, die unsere Angebotsqualität und Conversion direkt schädigen:
Quote-Builder nicht per API nutzbar
– Keine programmgesteuerte Erstellung von Angebotspositionen mit Produktbildern
– Produktkatalog nicht sauber per API abrufbar/zu verknüpfen
– Folge: Angebote ohne positionsgenaue Bilder, teils graue Platzhalter („grey image placeholder“)
Fehlende vollständige DE-Lokalisierung
– Feste Spaltenbezeichner wie „Quantity“/„Price“ in Angeboten und Systemoberflächen
– Nicht überall über Templates übersetzbar → Vertrauensverlust bei B2B- und Privatkunden
Instabiles Bild-Rendering via API
– Bildfelder in Vorlagen werden via API nicht zuverlässig gefüllt; Layout bricht oder zeigt…2 votes -
Hubspot automation improvement
move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).
7 votes -
API: Ability to approve documents via API
approve documents via api
2 votes -
Enhanced Permissions for Custom Roles
Provide more granular options for custom role permissions. For example, allow users to access only specific documents and templates, rather than all content. This would give teams better control over who can view or edit certain resources.
2 votes -
redirect to work with the downloaded file
Redirect to work with the downloaded file
2 votes -
API: OpenSolar API
Ability to integrate with OpenSolar API
6 votes -
Ability to add an entire section like I do for content library items
I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items
2 votes -
Change name of person sending file
When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.
1 vote
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