7665 results found
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email template
Set a default email template that autopopulates in the email but allows users to edit the message as needed.
1 vote -
Automatically apply a recipients name to the document title when downloading
Automatically apply a recipient's name to the document title when downloading
2 votes -
General Setting to Disable Field Detection/Field Auto-Placement
Introduce a Global User/Workspace Setting that allows users to permanently disable the automatic "Field Detection" prompt. This would allow for a more streamlined, uninterrupted editing experience while still keeping the feature available for manual activation if needed.
1 vote -
API: Track individual field completion or real-time page navigation
Create an API endpoint or webhook that triggers based on individual field completion or real-time page navigation.
we're looking for some way of better tracking how far along someone's getting with a document. Right now it's split into 10 key requirements, so we thought maybe that's a better way of tracking progress within a document
1 vote -
Syncing PandaDoc Pricing Table Subtotal to HubSpot Contact Property
We would like to request the ability to expose pricing table section-level subtotals as usable variables/tokens that can be mapped and synced to a HubSpot contact property when a document is sent.
1 vote -
White Label SMS
White Label the SMS message to confirm a user's identity (recipient verification) to remove the PandaDoc logo.
1 vote -
Rooms: Create Custom Role / Access Groups
Can we create Room user groups that have standard accesses, like Internal vs External group 1, External group 2, etc.
1 vote -
Ability to add "@-mention" in a document chat once it gets sent out.
Ability to add "@-mention" in a document chat once it gets sent out.
1 vote -
Enable Auto-Numbering for Smart Content Blocks
Currently, when inserting content through the Smart Content Block, the auto-numbering functionality is not applied to the inserted content. This causes inconsistencies in numbering and requires manual adjustments.
2 votes -
Remove the newly added blocks have to be after texts update
You've recently changed the adding of blocks to be after text, instead of allowing it to be dragged anywhere as it was before- please change this, its making generating documents much more annoying
1 vote -
Discount Allocation by Pricing Group: Show Final One‑Time Total (with Discounts) and Separate Monthly Total
Feature Request Description:
Summary:
-Enable users to present two clean totals at the bottom of a quote— a final one‑time total that includes all applicable discounts and a separate recurring monthly total—without discount spillover between groups.Problem:
-When a discount is applied at the total level in PandaDoc, it is distributed across the entire pricing table. This prevents users from showing a discounted one‑time total while keeping the monthly total unaffected. Current workarounds—such as splitting content into multiple pricing tables or quote builder blocks—do not resolve the core limitation because total‑level discounts cannot be allocated to only one of the…3 votes -
Remove payments in a document level
On the new editor, you are only able to remove payments on a template level. Please add back the functionality to remove it on an individual basis on a document level.
1 vote -
Change text color on a cell in Quote Builder
Allow to change the color of numbers or text each cell in a Quote.
1 vote -
Fix Chrome extension to Nimble CRM
Since updates have happened the google chrome extension and integration with Nimble CRM is no longer working. I have reached out to Nimble and they are saying this is on the PandaDoc side. Any help would be greatly appreciated.
1 vote -
Hubspot PandaDoc Product Catalog Sync
The current product library sync does not completely solve for how end users would actually need the feature to work. It only provides a one-time sync: when a new product is created from our HubSpot product catalog it syncs that new product to our PandaDoc product catalog, but does not sync ever again. In a live environment, product details, pricing, etc. are updated throughout the year, and when those existing products are modified in HubSpot, the changes do not reflect in PandaDoc.
1 vote -
Default Recipient Permissions on the account level
Have the ability to set default recipient permissions for the entire Workspace (currently only available on the template level)
1 vote -
Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
2 votes -
Copper: Search for part of an opportunity name when linking a document
PandaDoc does not support searching for parts of the name, but this would be a useful feature. When searching for a deal, the Copper Integration needs you to put the full deal name to locate it.
2 votes -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
1 vote -
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.
1 vote
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