5364 results found
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Melbourne Time Zone
Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.
4 votes -
Automatically Delete Recipients when Removing All Fields in a Document
Currently, when the final field assigned to a recipient is deleted, the system automatically moves that user to the CC list. It would be good to have an option to automatically delete the recipient upon removing their last field in a document.
2 votes -
Upload multiple files at once when adding content to a document
In the same way that selecting multiple files to upload while creating a new document is allowed, allow multiple files to be added at once to an existing document. Within a document, clicking Add Content > Upload File allows you to choose only one file to upload at a time.
2 votes -
Multi-Role Assignment for Single IdP Groups in SSO Mapping
Because we have setup custom roles for each workspace (which works well so far) I have already seen there is no way to assign via the mapping rules a new user to multiple workspaces with different roles for each
I can see that for a group name you can choose multiple workspaces to assign but they all need to apply the same role
If I try to add more than one rule for the same group name with a different workspace/role then PandaDoc says group name already listed and cant save
Not the end of the world but means if…2 votes -
SSO: Allow a single idP group to be mapped to multiple workspaces with different roles
Allow a single identity provider (IdP) group to be mapped to multiple PandaDoc workspaces with different roles during SSO provisioning. Currently, a group can only appear once in the mapping table and all assigned workspaces must use the same role. Enabling more flexible mapping logic would help organizations with multiple teams and workspaces automate provisioning more effectively.
2 votes -
Extend the “Template Updated” webhook trigger to cover updates to templates fields
At the moment, the "Template updated" webhook trigger includes the following events:
Changes to template name
Changes to template roles
Addition of a sectionThe feature request is to extend the “Template Updated” webhook trigger scope to cover updates to templates fields (or possibly introduce a separate trigger "Template updates (fields)".
2 votes -
Per-Page Signed Indicator on Completed Documents
When a document is fully signed/completed, automatically apply a visible mark or stamp on every page (e.g., "Signed" or "Completed"). This gives viewers, recipients a clear, at-a-glance confirmation that the entire document is executed, regardless of which page they're viewing.
2 votes -
Mandatory Decline Reasons for Better Insights
Currently, when a document is declined in PandaDoc, selecting a decline reason is optional. Making decline reasons required would ensure that every declined document includes clear feedback. This improves data quality and eliminates situations where documents are rejected without context.
Capturing structured decline reasons helps teams identify patterns such as pricing objections, contract terms, timing issues, or client concerns. With more consistent data, organizations can generate more reliable reports, refine their proposals, and improve overall close rates.
Requiring a reason before allowing a document to be declined would strengthen accountability, provide actionable insights, and support better decision-making across sales and…
2 votes -
Ability to add a Clipping Mask on top of an Image (block).
The Clipping Mask, uses a vector shape, and is placed on top of a image, to crop or mask the image, and the visual output will be whatever the vector shape is.
2 votes -
Naming Conventions
It would be great if the final, completed document signed by customers could be saved as a different file name than the template name.
For example, the Template Name is Pacific Solar Contract - [Deal.DealName] because it is customer facing, but when the final, signed PDF is downladed to our server, we would like to name the file yyyy-mm-dd - [Deal.DealName], Signed Contract (with the date being the completed date).
1 vote -
Dynamic Payment Processing Fees by Payment Method
Is there a way to pass through payment processing fees to the customer based on their selected payment method?
Currently, I apply a flat 3% “Credit Card Fee” to invoices, but bank transfer/ACH processing fees are actually lower. I’d like to offer customers multiple payment options while only charging the applicable processing fee for the method they choose, rather than charging ACH/bank transfer customers the higher credit card rate.
Ideally, this would:
Automatically adjust the fee based on payment method
Clearly display the fee breakdown to the customer
Allow lower-cost payment methods like ACH/bank transfer to have reduced fees
Still…
1 vote -
Document Cancellation / Voiding
We have had a few potential customers who have requested confirmation that their contract was cancelled. Please add a status option to Void/Cancel a contract and notify the signer in question. This status is different than what is available (i.e. Declined, Expired, etc.).
1 vote -
Embedded Editor: Conditional Required Signature Fields Based on Signer Presence
In many workflows, at least one signer is always required (e.g., a company representative fills out information before the document goes to customers for signing). However, the number of customer signers can vary - sometimes there is only one, and other times there are two.
Currently, if we mark Signer 2 as required, it creates a problem when there is no second signer. If we leave Signer 2 optional, the signature is not enforced when a second signer is present.
Requested Behavior:
- Signer 1 should always be required.
- Signer 2 should be conditionally required:If a second signer…
2 votes -
Coloured tags for document management
Allowing colours to be added to tags so that they can stand out visually and provide a quicker way of visually sorting the tags attached to a document
1 vote -
API Endpoint to Retrieve Workspaces for a Specific User
Request for a new API endpoint that returns all workspaces associated with a specific user within an organization.
Example desired functionality:
GET /users/{user_id}/workspaces
or
GET /user-workspaces?user_id={id}
This would allow integrators to dynamically determine which workspaces a user belongs to without retrieving the full user list across the organization.
Customer Context
Customer operates a franchise model with:
40+ workspaces
500+ users
Shared identity across the organization
Heavy API-based embedded document workflows
Users may belong to multiple workspaces simultaneously.
The customer initiates document creation from their CRM and needs to determine which workspace the user should interact with before creating the document.
…
2 votes -
Column-based views with the list of documents
Can PandaDoc display a clear, column-based view showing:
Current document stage (Draft, With Rep, With Approver/Manager, With Client, Finalized)?
Who the document is currently waiting on?
Can this information be visible without hover actions?2 votes -
Payment Reminder Visibility (Sender)
Have an option to know whether clients viewed the payment reminders or not.
2 votes -
Add a "Drag" or "Move" button with fillable fields.
Right now, you can drag fillable fields by double-clicking and holding onto the second click. It would help with accessibility to have a visual button that lets you click on it instead of the actual field.
This way, you know that you are clicking on the button to "Drag" or "Move" the field. And it avoids "Clicking" on the actual field
1 vote -
Smart Forms: Add blurred background image of form behind pop up window
The old forms feature had a blurred background image of a form behind the pop up window. Smart Forms do not have the background image and I prefer it.
1 vote -
Bulk Resize Multiple Fields to Equal Dimensions in Document Editor
What’s the problem?
There’s currently no way to resize multiple fields at once in the document editor. Users must manually resize each field individually, which is time-consuming when working with forms that have many fields.
What we need:
The ability to select multiple fields and resize them all to the same dimensions in one action.
Why it matters:
Saves significant time when building forms and templates
Creates consistent, professional-looking documents
Reduces repetitive manual work
Current workaround:Resize one field, then duplicate it—but this doesn’t help when fields already exist and need to be standardized.
This version is concise and gets…
1 vote
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