3784 results found
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Push files uploaded by recipient in Hubspot deal record
The automation that attaches documents to the HubSpot deal record only attaches the completed PandaDoc document as a PDF. Files that recipients upload within a document (via a file upload field) are not automatically synced to HubSpot as separate attachments — this is a current limitation of the External Automations add-on.
Unfortunately, there's no native way within PandaDoc to automatically push uploaded files to the HubSpot deal record at this time. The uploaded files would need to be manually downloaded from the PandaDoc document and added to HubSpot separately.
2 votes -
HubSpot Workflow: deal trigger
Currently, there is only a contact trigger, but we want deal triggers to be available
2 votes -
Scheduling a notary session on behalf of someone else.
Ability to schedule a notary session on behalf of someone else, similar to how you can send a document on behalf of someone else.
2 votes -
Pull Data Fields from documents via API or Webhooks
the ability to pull data fields from contracts via API or Webhooks
4 votes -
Contact List: Show the Company Name beside Name and Email Address
Have the Company Name of the contact show in the contact list just like the name and email address.
4 votes -
Proposal expiration reminder automation
Looking for an automation triggered three days prior to proposal expiration, which sends a reminder email with original proposal for review.
1 vote -
Read/Unread indicator for completed documents in the Documents list
Description:
When a document is completed (signed by all parties), there is currently no visual indicator in the Documents list showing whether the sender has personally reviewed that document after completion. In teams managing high volumes of signed contracts, completed documents can accumulate without any way to tell at a glance which ones have been reviewed and which haven't.Feature request:
Add a Read/Unread visual indicator to the Documents list — similar to how email inboxes distinguish read from unread messages — showing whether the document owner has opened a completed document since its completion date.Expected behavior:
Documents the…
2 votes -
Silent Document Ownership Transfer via API
Add an option to transfer document ownership via API without sending an email notification to the new owner.
2 votes -
extend recipient view audit log to include all views, not just the first
extend recipient view audit log to include all views, not just the first
this would be required for a security access audit on the document, controls need to exist to show details about every view
2 votes -
add audit trail entries for internal users that access/open a document
add audit trail entries for internal users that access/open a document
even after a document is signed, for security access control audits
2 votes -
in the document details endpoint, for each recipient, add the number of views that recipient has had on the underlying document
in the document details endpoint, for each recipient, add the number of views that recipient has had on the underlying document
2 votes -
Options to change the approvers in "Approval Stage"
Organizations with complex signature policies (e.g., Legal review determining if Finance, Compliance, or Executive approval is needed) require the ability to route documents to different approvers based on content reviewed during the initial approval step, rather than having all downstream approvers locked in at template creation.
Current Limitation: Once a document enters the "To approve" stage, the approval workflow is locked. Approvers cannot be added, removed, or changed, they must all be predetermined in the template.
2 votes -
Tracking Rejection Reasons in PandaDoc
When a document is rejected in an approval workflow, PandaDoc currently only allows a free-text comment as feedback. While helpful, this makes it very difficult to track, categorize, and report on rejection trends at scale.
What we're requesting:
A mandatory or optional dropdown field that appears when an approver rejects a document, allowing them to select a predefined rejection reason category (e.g., "Rep Error," "Missing Information," "System Issue," "Pricing Error," etc.) before the rejection is submitted. Ideally this would be configurable per workspace or template so teams can define their own categories.The ideal outcome:
Approvers select a rejection reason…
2 votes -
Notary Session Remiders
Ability to send reminders to recipients for on demand notary sessions.
2 votes -
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 -
Failure Notification email setup
To include Failure Notification email setup
1 vote -
Automatic $ to % Discount Normalization for Salesforce Sync
When syncing PandaDoc pricing tables/quote builders to Salesforce Opportunity Products, discount format mismatches ($ vs %) cause sync failures or incorrect data mapping.
PandaDoc allows line items to accept both flat-amount ($) and percentage (%) discounts, but the Update Opportunity Products trigger syncs discount values as-is without format normalization. If a line item has a $ discount and the mapped Salesforce field expects %, the sync breaks or writes the wrong value.
Goal: Automatically normalize all discounts to percentage format during SFDC sync, so:
- If a line item has a $ discount, convert it to the equivalent %
-…2 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
