2996 results found
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Proactive Notification for Microsoft OAuth / Client Secret Expiration
We would like to request the implementation of proactive expiration notifications for Microsoft OAuth client secrets connected to PandaDoc business email settings. Specifically:
Advance Warning Emails — Notify the account owner and/or admin via email when a connected Microsoft client secret is approaching its expiration date (e.g., 30 days, 14 days, and 7 days before expiration).
In-App Notification — Surface a warning banner or notification within Settings > Business Email when the connected token is nearing expiration.
Post-Expiration Alert — If the token has already expired, immediately notify the account owner so they can take action before document delivery is…1 vote -
Remove or hide crossed-out 0.00 for volume based pricing in quote builder.
Option to hide or replace crossed-out 0.00 € in the first tier (e.g., display as blank or "-")
2 votes -
Copilot Integration
I want a Copilot integration
1 vote -
Replace source file on Mobile app
Ability to replicate the "Replace source file" process on the Mobile App.
1 vote -
Allow form revisions before final signature
With Templates, a secondary signer can decline to sign and leave a comment explaining what needs updating. This removes the signature but retains all other fillable form field values, allowing the original signer to revise and re-sign without having to repopulate the entire form from scratch. Please implement the same functionality for Forms.
1 vote -
Conditional based logic inside of templates
Have the ability to build conditional logic at the template level so when documents are sent to clients the correct information can be collected based off of their selection vs using a form. For example if a client selects option A inside of a document then upload documents appear vs option B a text block would appear.
1 vote -
Attio Workflows / Integration
Similar to other CRMs
When Contract is signed push info to Attio -> Deal stage shifts
Choose Assignee from Contacts in Attio.
Set economic buyer to deal for the people record, that is with the mail address.
No overlay in attio, if documents are linked.
Super pain was to come over form old crm to attio -> Pandadoc still has zoho id, but these cannot be changed to attio deal ids to use it in the integration.
and further more.
1 vote -
Ability to remove Workspace Team/Type settings
Ability to remove or reset Workspace Team/Type or provide more flexibility to modify workspace structure as organizational needs change
3 votes -
2 votes
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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.
1 vote -
Auto-flags to users creating documents
Example use cases:
- A pop-up to users who try to modify a template with a note that they're changing a prepared template
- A flag to users who try to create a field in a document to capture Credit Card informationBusiness outcomes:
- Reduces business users going rogue and modifying pre-approved template language
- Prevents users from capturing credit card information since PandaDoc itself is not PCI-compliant1 vote -
Conditional logic for "Send another document" automation — trigger based on certain criteria
A user sends a proposal. If the sender belongs to the Enterprise team, a follow-up MNDA should automatically be created and sent to a third-party contact pulled from the CRM. If the sender belongs to SMB, no follow-up is needed.
3 votes -
Line Item-Based Conditional Approvals in Workflows
Allow approval workflows to conditionally route documents based on specific line items (SKUs, product names, etc.) included in a Pricing Table or Quote Builder.
2 votes -
Review and Sign Later
A feature where a recipient can receive a notification to review the document only, without requiring a signature, and after another recipient completes the signatures, a notification can be received again for signature.
This will allow the recipient to review first or be notified when a document has been triggered without any signature or action.
2 votes -
Set Color Fill within the Theme
Set within a theme the ability to choose a fill-in color to match branding for the account. At the moment, fill color isn't able to be saved to a theme requiring manual adjustment each time using the HEX code.
1 vote -
Ability to bundle a document to another after the document has been published
Ability to bundle a document to another after the document has been published. This is incredibly useful when we have multiple pieces of paperwork that come together in a contract and we want them all housed in one document.
1 vote -
Add Cost Subtotal / Total Cost to Quote Builder Footer
Add Cost Subtotal / Total Cost to Quote Builder Footer
Quote Builder currently allows users to track Cost at the individual line-item level, but there is no option to display the total Cost across all line items in the Quote Builder footer.
Please add Total Cost / Cost Subtotal as an available footer calculation, similar to Subtotal, Total Quantity, Discounts, Fees, and Taxes.
Use case
For businesses that use Quote Builder for margin-aware pricing, the total selling price alone doesn't provide enough information to make pricing decisions.
Our sales team uses the Cost field to track internal and pass-through…
1 vote -
Allow reference number to appear on the signed document, not just on the certificate
The Ref. Number associated with a signed document only appears on the Certificate of Signature. The reference number should also appear somewhere on the signed document (preference top left portion of page 1 at a minimum). There are many instances where the certificate is not desired to be a part of a final document so the signed document must be saved with the certificate, pdf printed and the certificate stripped from the document. When this is done there is no identifier remaining on the document to connect with the certificate for future reference.
1 vote -
Certificate of Signature is to large / too many pages
The number of pages for a Certificate of Signature from a signing process is too large. Reduce the image size of the signature and placement of recipient verification to get a minimum of 3 signers/page.
1 vote -
QES available via API
QES available via API - Needs QES enabled automatically in a Make (Integromat) workflow when creating a document from a template.
2 votes
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