2993 results found
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Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
3 votes -
Set Total Number of Reminders
Ability to cap or limit the number of auto-reminder emails sent on a document (e.g., stop reminders after X days or X sends).
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 -
Ability to share templates with specific users, not just workspaces
-Preventing misuse by general users: With approximately 1,000 users in their main workspace, sharing templates at the workspace level means all users would have access. This could lead to general users, such as salespeople, seeing and potentially misusing templates intended for specific teams, like the procurement team.
-Avoiding excessive workspace creation: The client already manages 15 workspaces. Creating new workspaces for small teams (like a two-person procurement team) is not a sustainable solution. It would lead to more complex management and hinder the ability to search for agreements across different workspaces, ultimately creating more work.
2 votes -
[Bulk action] Contract Repository: Set data fields for multiple documents at once
Currently, this has to be done one document at a time, but it would be great to have the ability to set data fields for multiple documents at the same time
2 votes -
Ability to leave blank the header of Quote Block
Ability to change the title/header requirement on quote blocks. The ability to leave it blank is preferred.
2 votes -
UKG Integration
Integrate with UKG.com
3 votes -
Ability to use content library in room templates
Ability to use smart content or content library items in rooms
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 votes
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Wrapper in template builder that converts a plain text token passed through to the Template into HTML
Provide a Wrapper in template builder that converts a plain text token passed through to the Template into HTML (hubspot Rich Text field support)
1 vote -
HubSpot Revenue Hub Support (Contracts Object)
With the launch of HubSpot's New Revenue hub features Pandadoc has become less of a conversation item
While the presentation of a pandadoc proposals that we are able to produce with it are superior to hubspot quotes , Pandadoc has become less of a conversation piece in our conversations with hubspot clients exploring Revenue Hub with hubspot as the current integration doesnt support the contracts Object leading to costly workarounds where it makes more sense to just use HubSpot quotes for those clients.
Suggestion: Add the contracts object to the list of supported objects from which one can interact with…
1 vote -
Limit a user's ability to send documents via text (SMS)
Ability to limit a user's ability to send documents via text (SMS)
1 vote -
Add ‘Rejected’ status to reporting and CSV exports
Currently, reporting and CSV exports include statuses like Draft, Sent, Viewed, Completed, Expired, and Declined, but there is no way to see a global count of documents that were rejected in the approval workflow.
“Rejected” exists as a document status in the API, but it is not available in reporting dashboards or exported analytics files.
Request: Add a Rejected status tile in reporting and include it in the CSV export so teams can track this metric across all documents.
1 vote -
The entire price table should be selectable or deselectable as a single optional unit via one checkbox — not just individual bundles within
Currently, it is possible to mark individual bundles within a price table as optional. The request goes one step further: the complete price table — consisting of multiple sections and line items — should be treated as one shared optional unit.
The individual sections and positions should remain visible and listed as before. However, the selection or deselection happens globally via a single checkbox that includes or excludes the entire table at once.
Desired Behavior
A top-level checkbox controls the entire price table
When checked: all contained line items are included in the total
When unchecked: the entire price table…
1 vote -
Conditional approval based on HubSpot field
Conditional approval based on a HubSpot field.
Approval goes to a certain person if the ARR of the associated deal is over a certain amount, and does not go to that person if it is under a certain amount.3 votes -
Quote Builder: Allow merging sections or nesting sub-headers under a shared parent header
The Quote Builder does not support merging two sections into one while preserving both section titles as sub-headers. Users who need multiple product groups displayed under a single shared header (e.g., "Section 1" and "Section 2" both under "Monthly Recurring Fees") currently have no way to achieve this. Each section header stands alone with no parent-child relationship available. Request: allow sections to be merged or support a parent header that spans multiple sections, replicating the layout flexibility that existed in the classic Pricing Table.
1 vote -
BRING BACK CHAT!
We need to see the audit trail while working inside a document in draft status. Currently, all we can see is the audit trail after it's been approved (WHY?). The only other way I see where the audit trail will appear is if you click on the three dots on the all documents screen, which means we would have to close out of the draft to go back to see comments that we used to see in the chat section. Not having chat is a huge problem for us. At least show the audit trail in document details on a…
1 vote -
Quote Builder: Support full-width text rows as section sub-headers
Users migrating from the classic Pricing Table are unable to insert full-width text rows that span all columns within a Quote Builder section. In the Pricing Table, this was used to visually group line items under sub-headers (e.g., "Nomic Outpost" and "Nomic Insight" nested under a single "Monthly Recurring Fees" section header) without displaying values in the pricing columns. The Quote Builder currently only supports one section title per section, making this layout impossible to replicate. Request: allow users to insert full-width text/label rows within a section to act as visual sub-group headers.
1 vote -
Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot
When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.
6 votes -
Automatic translation of CRM product line items in PandaDoc documents
Automatic translation of CRM product line items in PandaDoc documents
2 votes
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