3784 results found
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Lock recipient selection in Multiple-item/Multiple-section selection mode
Customers using “Multiple-item selection” or “Multiple-section selection” want items pre-selected but not editable by the recipient. Currently impossible — these modes always show interactive checkboxes, and row-level “Optional items”/”Edit quantity” toggles only apply in Customized selection mode. Workaround (Customized selection + no optional rows) removes the pre-selected multi-item display. Requesting a way to lock recipient interaction while keeping this display mode.
2 votes -
Failure Notification email setup
To include Failure Notification email setup
1 vote -
Support user details (name, email) as token values for custom HubSpot User-type deal properties in HubSpot
When a HubSpot deal property of type “HubSpot User” is used as a PandaDoc token/variable, it currently only returns a raw numeric ID instead of the actual user’s information. The native Deal Owner field already works correctly, it resolves to readable user details. So the expectation is that custom HubSpot User-type properties should behave the same way.
2 votes -
webhook for email bounces
recipientdeliveryfailed webhook for email bounces
2 votes -
Recipient-Editable Unit Price in Pricing Table with Salesforce Sync
Allow recipients to edit the Unit Price / Sales Price of Opportunity Products directly within the PandaDoc Pricing Table during the signing process, with the ability to sync the updated value back to the corresponding Salesforce Opportunity Product record.
2 votes -
Add Collect files/File Upload field to Smart Forms
Description:
Smart Forms don’t currently support file uploads from the recipient. The Collect files field is available in templates and documents, but it isn’t in the Smart Form field picker. Recipients can only attach files inside the generated document after they submit the form.
Current behavior:
The Smart Form field picker offers Short text, Long text, Number, Email, Phone number, Date, Multiple choice, Checkboxes, Dropdown, and Layout blocks (Title, Image). There is no file upload option.
Workaround: add a File Upload Field to the template behind the Smart Form, so recipients attach files in the document after completing the form.…
1 vote -
SSO: Independent Idendtity for Affected Branches Account
SSO: The main account has SSO setup, there should be a way or function to separate the main account and the branches account that shares the same domain configured in SSO
1 vote -
HubSpot deal tax rate in pricing tables in MCP
The tax rate from HubSpot in the pricing table: our VAT rate depends on the client's region and is already on the deal, so filling the table's tax from a deal property, the way merge fields fill deal data, would give every document the right rate from the start.
2 votes -
Linked HubSpot objects in the PandaDoc MCP server
Linked HubSpot objects in the PandaDoc MCP server
2 votes -
Global Email Templates
Ability to share email templates across multiple workspaces similar to how you can share templates.
1 vote -
Allow requester to attach files in message to approver
After clicking the "Send for approval" button, the requester is given the option to write a message to the approver. Please allow users to also attach files to the message, which might help give context for the approval request.
1 vote -
When posting, it helps to include: A clear title (e.g., “Allow adjustable transparency for email background color”) Your use case Current li
Allow adjustable transparency for email background color
Current limitation (no fade control)
Expected behavior (user-controlled opacity)
Branding is a must-colors are direct source of placement and this is too easy to make happen. You can create smooth color fade changes using CSS Transitions for interactive elements or CSS Gradients for static transitions.1 vote -
Ability to set the position of the bundled document when adding it via API call
At this point, when adding bundled document via /sections/uploads, it always appears at the end of the initial document.
It would be great to have the parameters such as order or position to control the location of the newly added document (i.e. if I set up "bundle_position": "0", the system will add my document to the very beginning).
2 votes -
Set a document status for documents that have recently been renewed/grown out of its term.
I am trying to set a document status for documents that have recently been renewed. I would like to set completed documents to something like "expired" and let only one remain on completed. This way we can easily see which one is the most recent document in the folder.
1 vote -
Export Document Data: API
Not really. i know i can export the data to csv however, i am automating the extraction process by using the API key to call the data into another system where i can use it for reporting. The production API pulls tokens, variables and some fields from documents but it does not pull data manually entered into the "Review Data" form. this is the challenge. How can the API pull that manually entered data? see the screenshot i sent to you earlier.
2 votes -
API endpoint to delete a single Collect Files upload without deleting the whole document
There's currently no API endpoint to remove just a Collect Files field's uploaded file from a Completed document — the only option is deleting the entire document via the API, which also removes its PDF, certificate, and audit trail. Customers using Collect Files for identity verification need a way to purge just that file after a retention period (e.g., 180 days) while keeping the document itself intact.
2 votes -
Document Status when the document is still pending signatures from some of the recipients
A standalone document-level status indicator that clearly shows when one of multiple signers has signed and the document is awaiting the remaining signature(s) — visible without needing to open the Audit Trail or the Recipients section.
1 vote -
Shareable links to document drafts for internal collaboration
Before a document has been sent, there is no easy way to share the document with internal collaborators. For example, in google docs you can share the link to anyone on your team working on the document. With a PandaDoc draft, there's no way to share the draft with internal team members/collaborators. The only way is to manually navigate through folders to get to where the document drafts are located.
1 vote -
Export or download comments and suggestions from a document
Customers need a way to export, download, or otherwise extract comments and suggestions (including resolved and declined ones) from a document into a separate file or format, without granting the recipient direct access to the original document as a collaborator.
Current limitations:
- There is no way to download or export comments and suggestions
- Declined suggestions cannot be restored, only accepted ones via version history
- The only visibility option (View > Resolved comments and suggestions) is restricted to the document owner
- The only workaround is adding the other party as a collaborator with "Can view and comment" permissions, which some customers…
1 vote -
Allow updating contract metadata via API for imported/completed documents
We bulk-imported our legacy contracts into PandaDoc's Contract Repository and need to add metadata (partner, start date, end date, etc.) to them in bulk via API, so our team can search, filter, and report on this data. Right now this can only be done manually, one document at a time, through the editor's Data panel. Please add API support for writing Contract Repository metadata fields on documents, including ones that are already completed, so bulk-imported contract archives can be populated without manual data entry.
2 votes
