3784 results found
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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 -
IP Address
Have IP Addresses listed for view documents, not just completed documents.
1 vote -
Add the ability to skip or remove the Collect Payment step at the document level (new editor)
In the classic editor, we could add or remove payment on a per-document basis directly from the right-hand panel. This gave us the flexibility to decide at the time of creating a document whether payment collection was needed — without having to go back and modify the template every time.
Since the new editor rollout, payment is now controlled exclusively at the template workflow level. If a template has a "Collect Payment" step, every document created from it is forced through that step with no way to skip or remove it on the fly.
This is a significant workflow regression…
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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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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Multi-Step/Paginated Smart Forms Support
Description:
Currently, Smart Forms display all fields on a single page. There is a customer need for the ability to create multi-step web forms where users progress through sequential pages using a "Continue" or "Next" button, with each step containing a subset of fields.
Use Case:
Customers are looking to replicate step-through form experiences from other providers. Typical workflows require:Step 1: Collect owner information
Step 2: Collect additional details
Step 3: Final confirmation
etc.Requested Requirements:
Support multiple pages/steps within a single Smart Form
Navigation buttons (Continue/Next, Previous/Back) between steps1 vote -
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 -
Revert back changes to Waiting for others
Currently, documents under Waiting for others are removed after a certain period of time. Customer would like to revert the changes and keep the documents under the tab.
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 -
Better word DOCX elements like checkbox rendering and support
The checkbox in word document cannot be shown as checked when docx is imported in PandaDoc. As the selection of word document will affect the signature, it would be great if an enhancement of word editing can be made.
1 vote -
Salesforce: support 2 modes of how to treat unselected products
At the moment, when a product is left unselected in the PandaDoc pricing table or quote builder, it is automatically removed in the Opportunity Products.
A feature request is to introduce the possibility of syncing both selected and unselected products back to the opportunity.
The implementation can look like this: Either removing unselected products or syncing with QTY = 0 back to Salesforce, and to control that from PandaDoc Setting page2 votes -
Ability to extend "about to expire" one week out
When docs are about to expire if there is a way we can have an auto extend one more week for all docs that are about to expire rather than having to push out individually?
1 vote -
Bulk export of recipient-fillable fields collected data from completed documents as CSV
Currently, there is no native way in PandaDoc to bulk-export the data that recipients fill into the fillable fields of completed documents as a CSV file. Fillable fields such as text fields, date fields, and dropdown fields that recipients complete when signing a document are not captured in any existing report or export option. Users who send the same template to multiple recipients need to be able to compile all of that recipient-entered data in fillable fields, such as name, address, and phone number, into a single downloadable CSV file across all completed documents from that template.
1 vote -
SMS verification code expiration extension
Ability to extend SMS verification/access code expiration
3 votes -
Support phone-only recipients for embedded signing session endpoint
The ability to use a phone number (E.164 format) in place of an email address in the recipient field of the POST /documents/{id}/session endpoint.
Currently, the endpoint only accepts an email address.
For cases where recipients have no email address on file and the app handles the signing experience directly.
2 votes -
Change Signature Opacity and more customizations.
Drawn signatures appear too light/gray on iPad during embedded signing — please allow opacity/pen thickness adjustment.
Please add the ability to adjust the darkness/opacity (or ideally offer a black, solid-stroke option) for drawn signatures in embedded signing — either as a workspace setting, a document-level configuration, or an API parameter in the signing session configuration. This would significantly improve the signing experience for iPad users and ensure consistent, professional-looking signatures across all devices.
2 votes -
Display which Approver the document is waiting on in the "Waiting Approval" stage - Home/Document summary screen
On the Home screen or Document summary screen, it displays "Waiting Approval" - I want to see which approver it is waiting on.
We have 3-4 approvers to ensure quotes are going out correctly, and for auditing purposes. Seeing this would be especially helpful for the approvers to quickly scan which documents need THEIR approval. It's also helpful for our sales reps to see who is holding up the process for an internal nudge, and admin if one of the approvers is OOO.
Possible Solution: Add a column to the either (or both) screens: "waiting on" with approver's name.
2 votes -
Require email verification before viewing a document via public link to accurately track viewers
Currently, when a document is sent to a recipient via PandaDoc, anyone who opens the public recipient link - including internal team members - is recorded as a view in document analytics. There is no way to distinguish between an external recipient viewing the document and an internal employee accidentally clicking the same link.
The requested feature: when a user clicks a document's public link, PandaDoc should prompt them to enter their email address before granting access. This would allow PandaDoc to:Accurately identify who viewed the document
Distinguish internal (team member) views from external (recipient) views
Optionally exclude known…2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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