5388 results found
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Review and Sign Later
A feature where a recipient can receive a notification to review the document only, without requiring a signature, and after another recipient completes the signatures, a notification can be received again for signature.
This will allow the recipient to review first or be notified when a document has been triggered without any signature or action.
2 votes -
QES available via API
QES available via API - Needs QES enabled automatically in a Make (Integromat) workflow when creating a document from a template.
2 votes -
Unsupported tiered prices from Hubspot
I would like that the integration Pandadoc - Hubspot could support the tiered prices of products from Hubspot. This means that with one product in Hubspot the unit prices changes based on the quantity you add as line item . Now Pandadoc doesn't recognize the prices of the products and its price in the Quote Builder is 0, when in reality it is not.
2 votes -
Multiple Smart Content conditions
Smart Content blocks only show the FIRST matching condition's content. If a client buys multiple products, only one product's information appears.
Request: Allow MULTIPLE conditions to apply simultaneously, so all purchased products' information shows. Makes automation actually work for multi-product scenarios. This helps other Enterprise customers with bundled services.
2 votes -
Pass PandaDoc document status to Salesforce custom fields
A way to write the PandaDoc document status back to a custom Salesforce field.
I understand that we currently have the "Change Opportunity Status" trigger available; however, the customer would like the PandaDoc document status to be automatically synced to their custom Salesforce field/object called "PandaDoc Document Status."2 votes -
Select Multiple Templates for Bulk Send
the ability to select multiple templates at once in bulk send
2 votes -
Dynamic "Required Fields" Progress Counter
The recipient view displays the total number of required fields in the document, regardless of whether they have already been populated. For example, if a document contains 20 required fields and 18 are pre-filled via the API, the counter still displays "20 fields required."
Proposed Improvement: Update the counter to reflect only the incomplete required fields. In the scenario above, the UI should dynamically update to show "2 fields remaining."
For customers who pre-populate the majority of their document data via API, the current counter is misleading and potentially impacts completion rates as recipients think they need to complete more…
3 votes -
Selecting Time zone for Sydney Australia (UTC +11) AEDT
Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings
4 votes -
Fill in then Sign Later
A signer can complete and fill in the documents first, and once the reviewer or approver has reviewed them, the agreement or document will be returned to the client for the official signing.
2 votes -
Recipient group in/with Salesforce
Would like the ability to use recipient groups when creating a document via Salesforce
2 votes -
Push PandaDoc Form responses to Salesforce records natively
Currently, PandaDoc Forms can collect data and trigger document creation, but there is no native way to push form submission responses directly into Salesforce to create or update records (including custom objects).
2 votes -
Status: different status after each signer has signed and it has been sent to the next recipient
Currently, when a document has been signed and sent to the next recipient, the document stays in viewed status; however, we would like the status to change to something else so that we can see the document has been signed by one recipient, but not the other
2 votes -
Remove the "unlimited per month" label on the Stripe checkout page
Rename "unlimited" to something like "ongoing" or "subscription" in the Stripe metadata passed to Stripe.
2 votes -
Support Referencing PandaDoc Catalog Items in Quote Builder via API
Support adding PandaDoc Catalog items directly to Quote Builder through the API using a Catalog identifier (e.g., SKU or Product ID), instead of requiring all product data to be passed inline in the payload.
2 votes -
Restrict editing while letting field update in generated documents.
Restrict users from editing the template structure (text, blocks, allowed content) while still letting them update field data in generated documents, without granting them edit access to the template itself.
2 votes -
Bulk action for catalog items - Remove custom fields
Ability to remove all custom fields at once on multiple catalog items
2 votes -
Reusable Conditional Content Sections & Centralized Rule Management
Enterprise customers need a reusable rule/content architecture for Smart Content and conditional template logic.
Today:
- Conditional content rules live only inside individual templates
- Rules cannot be centrally managed or reused globally
- Updating business logic requires manually editing many templates
- Content blocks can be reused, but the governance of the logic itself cannot
This creates major operational pain around:
- template maintenance
- rule duplication
- template drift
- scaling RevOps operations
- governance consistency across teams
Desired functionality:
- reusable conditional content sections/pages
- shared rule libraries
- “define once, reuse everywhere” architecture
- centralized rule management
- global updates across templates
- reusable smart content modules with embedded logic
- template…
2 votes -
Support HubSpot graduated tier pricing
Current HubSpot integration does not Support graduated tier pricing - products are passing to the pricing table/quote builder but the price do not.
2 votes -
Discount Allocation by Pricing Group: Show Final One‑Time Total (with Discounts) and Separate Monthly Total
Feature Request Description:
Summary:
-Enable users to present two clean totals at the bottom of a quote— a final one‑time total that includes all applicable discounts and a separate recurring monthly total—without discount spillover between groups.Problem:
-When a discount is applied at the total level in PandaDoc, it is distributed across the entire pricing table. This prevents users from showing a discounted one‑time total while keeping the monthly total unaffected. Current workarounds—such as splitting content into multiple pricing tables or quote builder blocks—do not resolve the core limitation because total‑level discounts cannot be allocated to only one of the…3 votes -
Quote Builder: Show Tax as a flat amount automatically
Within Quote Builder, add a Tax as a percentage and have the pricing displayed in a dollar amount automatically (as it works for Pricing Table).
2 votes
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