2993 results found

1. 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

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Smart Forms: mapping fields improvements

   I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.

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   0 comments  ·  Forms  ·  Delete…  ·  Admin →
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3. Support Quote Builder features via API

   Quote builder via API:
   – No programmatic creation of quote items with product images
   – Product catalog not reliably accessible/linkable via API
   – Consequence: Quotes without precisely positioned images, some with gray placeholders ("grey image placeholder")
   – Fixed column labels such as "Quantity"/"Price" in quotes and system interfaces

   3 votes

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   1 comment  ·  API  ·  Delete…  ·  Admin →
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4. On the document viewer page add a link to force out a reminder email.

   On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
   On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Ability for HubSpot to work with the Service object

   Ability for HubSpot to work with the Service object

   2 votes

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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6. [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

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   1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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7. Easier Access to the Document Repository More Options Menu (three dots - by each document)

   Move the additional document menu - three dots on right of document in the document repository - to the left of the document name instead of the right.

   2 votes

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   0 comments  ·  Esign & Notary  ·  Delete…  ·  Admin →
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8. Updating Catalog from Proposal

   I have an entertainment company in Las Vegas. I use PandaDocs to send out proposals to my clients. I utilize the catalog feature to organize the various talent, acts, and activations we offer to our clients. I’d like to suggest a few changes to the platform that would enhance my process and make it more efficient and user-friendly.

   1. When I add an item from the catalog to a proposal, I often find that the item requires updates. It would be beneficial if I could update the item directly in the proposal and then sync the update back to the catalog. This way, the proposal would be updated, and the catalog would be updated as well if I choose to do so.

   2. I would also like the ability to add images to the proposal in the Catalog fields. For instance, if a client wants a model for an upcoming event with a 1920s theme, I would like to add an image of the model in a 1920s dress to the proposal without altering the actual catalog entry.

   These are my suggestions. I believe implementing these changes would significantly simplify my use of your software and streamline my proposal process.

   I have an entertainment company in Las Vegas. I use PandaDocs to send out proposals to my clients. I utilize the catalog feature to organize the various talent, acts, and activations we offer to our clients. I’d like to suggest a few changes to the platform that would enhance my process and make it more efficient and user-friendly.

   1. When I add an item from the catalog to a proposal, I often find that the item requires updates. It would be beneficial if I could update the item directly in the proposal and then sync the update back to the catalog.… more

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. Ability to include CRM variables into reports

   Ability to include CRM variables as column options into reports

   2 votes

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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10. immediately send a webhook event to Salesforce, once PandaDoc document is linked to SF record, and not to wait for status change afterwards.
    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. re-sync or webhook replay feature

    PandaDoc has a Feature where all completed Docs are attached to SF, however, when SF package are not updated. There comes a time when completed docs are not attached to SF.

    It would be good to have a supporting feature that would re-sync all completed docs not attached during SF package late update so it would attach all completed documents once the package has been updated instead of manually uploading to SF

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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12. Checkbox field: Design and color options to make it more visible

    Option to change checkbox colors from default gray to more vibrant, visible colors for better visibility and user experience.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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13. BRING BACK TRANSFER DATA!!!

    I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.

    I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes. This is really an unacceptable user experience. Get your ducks in a row before you start eliminating features.

    I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.

    I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes.… more

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Add the PandaDoc widget to the new Sales Workspace Deal Sidebar in HubSpot

    According to HubSpot, for the widget to appear in the Sales Workspace Deal Sidebar, PandaDoc needs to implement a UI Extension specifically for the location CRM.RECORD.SIDEBAR on the deals object.

    Currently, we have to navigate away from the Sales Workspace to the full record view just to access PandaDoc, which disrupts our sales workflow.

    Relevant HubSpot Documentation for your developers:

    Reference for App Cards & CRM.RECORD.SIDEBAR: https://developers.hubspot.com/docs/apps/developer-platform/add-features/ui-extensibility/app-cards/reference

    UI Extensions Overview: https://developers.hubspot.com/docs/apps/legacy-apps/private-apps/build-with-projects/create-ui-extensions

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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15. Option to keep the format when trying to copy a page from one document to another

    Option to keep the format when trying to copy a page from one document to another

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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16. Document bundle: Ability to drag and drop content from one document to another in the bundle

    Ability to drag and drop content from one document to another when having document bundle

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. pass custom parameters to the redirect url

    Today, the Redirect URL after completion setting appears to be static. It would be extremely valuable if this redirect could be dynamically customized per document/session via integrations (e.g., Make / Zapier) or via variables, so customers can redirect signers to different landing pages and pass custom query parameters.

    Why this matters (use case):

    We run multiple campaigns and need to send signers to different LPs depending on:

    document template / campaign

    recipient / segment

    region / language

    deal owner / pipeline stage

    We also want to pass tracking parameters such as:

    utmsource, utmcampaign, utm_content

    internal IDs like docid, recipientid, deal_id

    This would unlock cleaner attribution and better post-sign flows (e.g., showing different onboarding steps).

    Proposed solution:
    Enable the redirect URL to be set programmatically (API + Make/Zapier) and/or with merge fields / variables, for example:

    https://example.com/thank-you?doc={{document.id}}&email={{recipient.email}}&campaign={{custom.campaign}}

    Acceptance criteria:

    Redirect URL can be set/overwritten when creating a document from a template (API / integration step).

    Redirect URL supports variables/merge fields and/or payload-based parameters.

    Redirect URL can be different per recipient (optional but ideal).

    Secure handling of parameters (e.g., allowlist / encoding) to avoid injection issues.

    Works for completed signing events consistently (web + mobile).

    Expected impact:

    Better conversion tracking and attribution

    More flexible campaign routing

    Stronger automation use cases with Make/Zapier

    Today, the Redirect URL after completion setting appears to be static. It would be extremely valuable if this redirect could be dynamically customized per document/session via integrations (e.g., Make / Zapier) or via variables, so customers can redirect signers to different landing pages and pass custom query parameters.

    Why this matters (use case):

    We run multiple campaigns and need to send signers to different LPs depending on:

    document template / campaign

    recipient / segment

    region / language

    deal owner / pipeline stage

    We also want to pass tracking parameters such as:

    utmsource, utmcampaign, utm_content

    internal IDs like doc… more

    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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18. Embedded Editor: Configure Field Validation Rules
    2 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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19. n8n for PandaDoc EU

    -

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Age Verification

    Alongside the current identity document verification, PandaDoc should also offer an optional Age Verification / Legal Age Check.

    Why this is needed

    In many use cases, it is not sufficient to verify only the authenticity of an ID document. We also need to confirm that the person is of legal age (18+), or in some cases meets the country-specific age requirement (e.g. 18, 21, etc.).

    Expected functionality

    Verify the ID document as usual (existing feature)

    Extract date of birth from the document

    Automatically validate whether the person meets the legal age threshold

    Ideally, allow country-specific age rules depending on the user’s location or selected jurisdiction

    Return a clear result such as:

    ✅ Age verified (legal age reached)

    ❌ Age not verified (underage)

    ⚠️ Age verification failed / data unreadable

    Benefits

    Helps customers meet legal and compliance requirements

    Reduces manual checks and risk of human error

    Enables use cases in regulated industries (adult content, alcohol, gambling, financial services, etc.)

    We believe this would significantly enhance PandaDoc’s verification capabilities and make the ID verification product more valuable for compliance-driven workflows.

    Thanks for considering this request!

    Alongside the current identity document verification, PandaDoc should also offer an optional Age Verification / Legal Age Check.

    Why this is needed

    In many use cases, it is not sufficient to verify only the authenticity of an ID document. We also need to confirm that the person is of legal age (18+), or in some cases meets the country-specific age requirement (e.g. 18, 21, etc.).

    Expected functionality

    Verify the ID document as usual (existing feature)

    Extract date of birth from the document

    Automatically validate whether the person meets the legal age threshold

    Ideally, allow country-specific age rules depending on the… more

    1 vote

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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