3784 results found
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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 -
Change status to sent
When creating a document that the customer does not want to eSign and only wants a PDF of, allow for changing of the status from draft to Sent. Currently can only change from draft to Completed or Rejected.
1 vote -
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 -
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 -
Include document type in webhook payload
Include the document type in webhook payload so that this can be used for automations and workflows.
1 vote -
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 -
Preserve HubSpot merge field mapping when copying fields between templates
When a user copies a field with a configured HubSpot merge field mapping from one template to another, the merge field configuration is lost. The field itself transfers, but the merge field data source and property mapping must be manually reconfigured in the new template.
This requires users to re-do field setup work when reusing fields across templates, especially problematic for teams that standardize field configurations across multiple templates (e.g., copying a "Deal Amount" field mapped to HubSpot's amount property).
Expected: Merge field mapping should persist when the field is copied to a new template, just as other field properties…
1 vote -
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
