3784 results found
-
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 -
Add Collect files/File Upload field to Smart Forms
Description:
Smart Forms don’t currently support file uploads from the recipient. The Collect files field is available in templates and documents, but it isn’t in the Smart Form field picker. Recipients can only attach files inside the generated document after they submit the form.
Current behavior:
The Smart Form field picker offers Short text, Long text, Number, Email, Phone number, Date, Multiple choice, Checkboxes, Dropdown, and Layout blocks (Title, Image). There is no file upload option.
Workaround: add a File Upload Field to the template behind the Smart Form, so recipients attach files in the document after completing the form.…
1 vote -
SSO: Independent Idendtity for Affected Branches Account
SSO: The main account has SSO setup, there should be a way or function to separate the main account and the branches account that shares the same domain configured in SSO
1 vote -
Global Email Templates
Ability to share email templates across multiple workspaces similar to how you can share templates.
1 vote -
Allow requester to attach files in message to approver
After clicking the "Send for approval" button, the requester is given the option to write a message to the approver. Please allow users to also attach files to the message, which might help give context for the approval request.
1 vote -
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 -
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 -
When posting, it helps to include: A clear title (e.g., “Allow adjustable transparency for email background color”) Your use case Current li
Allow adjustable transparency for email background color
Current limitation (no fade control)
Expected behavior (user-controlled opacity)
Branding is a must-colors are direct source of placement and this is too easy to make happen. You can create smooth color fade changes using CSS Transitions for interactive elements or CSS Gradients for static transitions.1 vote -
Set a document status for documents that have recently been renewed/grown out of its term.
I am trying to set a document status for documents that have recently been renewed. I would like to set completed documents to something like "expired" and let only one remain on completed. This way we can easily see which one is the most recent document in the folder.
1 vote -
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 -
Document Status when the document is still pending signatures from some of the recipients
A standalone document-level status indicator that clearly shows when one of multiple signers has signed and the document is awaiting the remaining signature(s) — visible without needing to open the Audit Trail or the Recipients section.
1 vote -
Shareable links to document drafts for internal collaboration
Before a document has been sent, there is no easy way to share the document with internal collaborators. For example, in google docs you can share the link to anyone on your team working on the document. With a PandaDoc draft, there's no way to share the draft with internal team members/collaborators. The only way is to manually navigate through folders to get to where the document drafts are located.
1 vote -
Export or download comments and suggestions from a document
Customers need a way to export, download, or otherwise extract comments and suggestions (including resolved and declined ones) from a document into a separate file or format, without granting the recipient direct access to the original document as a collaborator.
Current limitations:
- There is no way to download or export comments and suggestions
- Declined suggestions cannot be restored, only accepted ones via version history
- The only visibility option (View > Resolved comments and suggestions) is restricted to the document owner
- The only workaround is adding the other party as a collaborator with "Can view and comment" permissions, which some customers…
1 vote -
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 -
ACH payments via PayPal
PandaDoc's PayPal integration only supports credit card payments, not ACH, which is essential for large transactions.
1 vote -
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
