2995 results found
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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 -
Native Salesforce Package — Support Total/Bottom-Line Discount Sync to Opportunity Line Items
Currently, the native PandaDoc Salesforce package only captures line-item level discounts when syncing quote data back to Salesforce Opportunity Line Items. When reps apply a total or bottom-line discount (e.g. a reseller discount row added at the bottom of a channel quote), that discount is not captured in the sync — resulting in incorrect amounts on the Opportunity Line Item.
There is also no native normalization between discount types, meaning a dollar-value discount can sync as a percentage (e.g. a $700 discount syncing as 700%), causing further data integrity issues downstream.
Real-world impact:
Affects channel quotes where reseller discounts are…
1 vote -
Clio integration
Native integration with Clio.com
2 votes -
Drop-Down Visibility with Table Edit/Movement Restriction
Request to have a granular permission layer for pricing tables and content blocks that would allow document owners or template admins to:
Lock the structural placement of a table or content block — preventing it from being moved, resized, or deleted by the document sender or recipient.
Allow selective field interaction within that locked block — enabling reps to see and select drop-down options, enter values in designated fields, and fill in required information without risking accidental layout changes.
1 vote -
comment field and gear icon overlap
Can we fix the one line on text boxes where the comment field and gear icon overlap and you cant click on the gear icon.
1 vote -
In person Signing
Ability to enable In person signing on Account Level so newly created workspaces would adapt the setup.
1 vote -
Quote and Pricing Table Permissions for Member Role
member role more permissions
1 vote -
Make conditional smart content visible or at least identifiable on the template
Currently, when we add smart content from the content library, it leaves a placeholder saying "Content auto-populates here based on [x] variable". That note is useful, but it's not useful that we can't see the content. I understand that if there are a few a long pieces of content that may be selected, it makes the template really long. But it would be great if we could toggle on/off a preview of the content in each placeholder so we can remember/visualize what's supposed to be there. At the very least, it should have the name of the content library items…
1 vote -
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 -
Allow removal of bullet/number from a list item while retaining its indent alignment
When building documents with numbered or bulleted lists, users frequently need to add continuation paragraphs beneath a list item — sub-paragraphs that visually align with where the list item's text begins, but without displaying any bullet or number marker.
Current behavior:
The editor offers two unsatisfactory options:Using the Indent button — creates an indented paragraph but does not match the text-start position of the list item above it, resulting in a visible misalignment
Adding a list item — aligns correctly, but always shows a bullet, number, or symbol which is inappropriate in formal documentsThe only available workaround is…
2 votes -
Quote Builder Section Selection to Dynamically Trigger Smart Content
Allow Smart Content blocks to be triggered dynamically based on Quote Builder section selection, so that when a recipient selects a package/section in Quote Builder, the corresponding service descriptions automatically populate in the document.
3 votes -
Hide "Setup Payment" step when payments are globally disabled
In the new document creation experience, the "Setup Payment" step appears in the workflow for every document — even when payment collection is globally disabled at the workspace level. This forces users to click through an irrelevant step every time they create a document, adding unnecessary friction to their workflow.
Expected behavior:
If payments are disabled globally in workspace settings, the "Setup Payment" step should not appear in the document creation flow at all. It should only be visible when payments are enabled.Additional context:
Users who previously relied on a streamlined document creation → generate link flow now require…
2 votes -
Sequential milestone signing from a single recipient within one document
To get multiple signatures from the same recipient but at different points in time.
The specific document we want to use is a "project tracker" where we need the customer to approve different project milestones.
After a milestone is approved, we can proceed to the next project phase.Currently, if we place all signature fields on the document initially, customers must complete every signature field for the document to be considered complete.
It would be helpful if we could assign a signing order per signature field or a specific date for each signature.
3 votes -
Claude MCP integration with EU Server
Have Claude MCP integration with EU Server
1 vote -
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 -
Prefill the date field with document creation date
Hi Team,
There is an option to automatically fill the date field with the signing date but not an option to automatically fill the date field with the document creation date.
I'd like to see that introduced as an option.
2 votes -
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
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