2977 results found
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Manage approval workflow emails and notifications via API
There should be a way to manage the approval notifications and emails to document's approvers when the documents are sent via API.
2 votes -
HTML Template
Ability to upload HTML format files as editable templates on PandaDoc.
3 votes -
Ability to link PandaDoc document to Salesforce Account
Only on Opportunity & Quote?
Then why can I create contracts on an Account, and have them automatically linked?
There must be a way to link existing contracts to the Account object as well, right?
3 votes -
Quote Builder: Display Values in Parentheses
Add support for displaying values in parentheses in the Quote Builder.
Example: Discount ($200).2 votes -
Section-scoped token values when building document bundles via API
When using the sections/uploads endpoint to build a bundled document from multiple templates, token (variable) values passed in the second call are applied globally across the entire document - overwriting same-named token values from the first call.
Fields already support section-level scoping via the mergefieldscope=upload query parameter, but tokens do not. This creates a hard limitation for dynamic bundling use cases where templates are selected at runtime (e.g. from CRM data) and cannot be pre-configured with unique token names per bundle combination.
The current workaround — converting shared tokens to fields and using mergefieldscope=upload - requires…
2 votes -
Restrict the ability to change the document sender
The ability to restrict users from changing the document sender.
2 votes -
Notary Journl Export
Ability to export details from the notary journal regarding complete notary sessions.
2 votes -
The ability to prevent the syncing back of a 0 quantity product to the CRM
The ability to prevent the syncing back of a 0 quantity product to the CRM
2 votes -
Show link to custom Salesforce objects (i.e. CPQ quote) in the new design
At this point, once the document is created, we show links only to the records of the default objects (Opportunity and Quote). Would be great to show links to the records of custom objects as well.
2 votes -
Google drive favorite folder
Hi,
When adding a document for signature through Google Drive, please add a way to favorite or shortcut the folder that I typically work from. It is inconvenient to navigate to the folder each and every time. Thank you!
2 votes -
Improve role change transparency: user notifications, permission-aware error messaging, and UI access control
Currently, PandaDoc does not notify users when an admin changes their account role (e.g., from Member to Collaborator). Users only discover the change when they attempt to perform an action their new role no longer permits. Compounding this, users with restricted roles such as Collaborator still see action buttons like "Create New" in the UI, but clicking them returns a generic error message ("Sorry, we're having a little trouble. Please reload the page or contact our Support team.") rather than a clear, role-specific explanation.
his combination creates a frustrating and confusing experience, as users have no way of knowing their…
2 votes -
Ability to reorder documents in Rooms
Enable users to arrange the sequence of documents in the Room based on preferred importance and priority.
3 votes -
Automation: Create a folder when a document is sent. Title should contain the recipients company name
Currently, there is an automation that moves documents to folders, but not one that creates a folder. Need an automation that creates a folder and pushes a document into that folder based on certain criteria, such as the recipient's company
2 votes -
Save multiple files to Salesforce for bundled documents
If the document is a bundle (contains a few documents), we should save them separately under Salesforce Files (at this point we save one generic document).
2 votes -
API: Auto-convert uploaded DOCX documents to editable format without requiring manual UI action
When a DOCX file is uploaded via the PandaDoc API, it remains static and read-only by default, and the "Make editable" conversion currently requires a user to manually open the document in the editor UI.
2 votes -
Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
Ability to set the alignment of an Image Placeholder
Ability to select left, center, or right alignment on an image placeholder so that images uploaded via API during document creation have the correct alignment. Currently, the alignment settings only appear once an image has already been placed in the placeholder.
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 -
Create Bundled Products via API
the ability to create bundled products via API
3 votes -
Salesforce - Template-level control for field write-back trigger
Currently, the "Update Salesforce fields with PandaDoc field values" trigger is global, and write-back behavior can only be controlled by manually configuring Merge Field mappings on each template individually. There is no centralized way to define which templates should or should not participate in the write-back.
Incase one has multiple templates, they need a template-level toggle or an allowlist/denylist in PandaDoc Setup to manage this at scale, without having to audit every template manually.
2 votes
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