2977 results found
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Ability to view who made what edits on a completed document. Essentially the Version History for a completed document
Ability to view who made what edits on a completed document. Essentially the Version History for a completed document
2 votes -
Add section_uuid to pricing table objects in webhook and document details API
When a bundle document is signed, the recipientcompleted webhook returns pricing.tables[] with no reference to which section each table belongs to. The same gap exists in GET /documents/{id}/details. There's currently no way to cross-reference pricing tables back to their originating bundle section via the API.
Request: Add a sectionuuid field to each pricing table object in:recipientcompleted webhook — pricing.tables[].sectionuuid
GET /public/v1/documents/{id}/details — pricing.tables[].section_uuid2 votes -
Dynamic Payment Amount Based on Signing Date
Allow payment amounts in PandaDoc documents or forms to be automatically adjusted based on the date a recipient signs (completes) the document.
2 votes -
Add the chat feature back in the new editor
I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.
6 votes -
Ability for SSO group-based provisioning to also apply to existing users on future logins
Currently, SSO group-based provisioning in PandaDoc only applies during the initial user creation at first login and does not update group assignments on subsequent logins for existing users. We would like to request the ability for SSO group-based provisioning to also apply to existing users on future logins, so that group membership and related access can be dynamically updated based on IdP group changes.
This enhancement would ensure that user access remains aligned with identity provider group assignments over time, reduce manual administrative updates, and improve overall access management accuracy and security.
6 votes -
Ability to export a list of templates created by a specific user
It would be good if it could include additional columns, such as workspace name and created date
2 votes -
Downloads: add recipient name to the document title
When multiple documents with the same title are downloaded in bulk (documents are bulk uploaded), PandaDoc automatically adds numbers to the file names, which makes it difficult to distinguish between them. It would be helpful to include the recipient’s name in the document title instead.
3 votes -
Rooms: upload one document to multiple rooms at once
Rooms: upload one document to multiple rooms at once
2 votes -
Certificate of Signature must show the attachments of the document signed
The Certificate of Signature should also indicate whether the document signed by the recipient included any attachments at the time of signing. If attachments were present, the certificate must display the attachment's name and relevant details.
This ensures full transparency for the recipient, confirming that any attachments were part of the original document from the start — and were not added after the signing was completed. This protects the recipient from unknowingly signing a document that may have had files appended without their knowledge.2 votes -
Receive notification email when an update for Salesforce is available
Receive emails when an update for Salesforce is available
2 votes -
2 votes
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Copy workflows into other workspaces
The ability to take a current workflow and copy it over into another workspace on the user end.
2 votes -
Quote builder - Ability to customize formatting (decimal place) for each column individually.
When changing the decimal place in the quote builder all numbers in the quote builder change. As an example lets say we change it to 3 places.
This can be very nice for showing the price of an item that can be to 3 decimal places, but for showing the total, it can be confusing to have 3 decimal places as it can be confused with a denominator separator.
Example: at a price of .055, 23220 units are purchased. So the total price shows up as 1,509.300 which can look like 1.5 million. When really it is just 1.5k and…2 votes -
Allow workspaces to have only specific document recipients to specific email domains
Comment from customer:
I am planning to create a PandaDoc workspace named Internal and wanted to know if it's possible to configure a rule or policy that restricts document recipients to specific email domains.
For this workspace, I would like to ensure that documents can only be sent to users with our internal email domain, @siebert.com. Is there a native setting or recommended approach to enforce this restriction?
2 votes -
Unpublish multiple forms at once
Unpublish multiple forms at once
2 votes -
2 votes
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Dynamically repeat a page/section once per line item
fully-designed template page to be generated once per Opportunity Product when a document is created from Salesforce. Each generated page should render that product's own field values in a rich layout — in this case, a [Notes] placeholder populated from the Notes field of the corresponding Opportunity Product. The number of products is variable per Opportunity (for multiple opportunities)
2 votes -
3 votes
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Bulk removal of a specific approver.
Right now, you can only remove an approver on a template or draft document level. Provide a tool that can bulk remove an approver from all template or draft document that they are an approver on.
3 votes -
Room-related webhook events (such as room.created, room.viewed, etc.)
Function that would allow customers to detect Room activity via the API and connect it to their CRM data.
2 votes
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