2995 results found
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Rooms webhook/API events (room created, viewed, activity) for CRM integrations
Currently, PandaDoc Rooms are entirely outside the Webhooks event model - webhooks only fire on document-level events (status change, document sent). There is no way to programmatically receive Room lifecycle or engagement events (room created, room viewed, room activity/status change) via API or webhook.
This blocks customers from building their own integrations to sync Room activity into a CRM (e.g., HubSpot, Salesforce) as deal/opportunity events or properties. Today the only option is a fully manual workaround — creating a custom CRM field and updating it by hand each time a room is sent — which doesn't scale and captures none…
5 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 -
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 -
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…
1 vote -
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 -
Add catalog images to the pricing table via API
I want to add the products in a table that can then be selected or deselected but I want the catalogue images to be populated in there
2 votes -
Attio Workflows / Integration
Similar to other CRMs
When Contract is signed push info to Attio -> Deal stage shifts
Choose Assignee from Contacts in Attio.
Set economic buyer to deal for the people record, that is with the mail address.
No overlay in attio, if documents are linked.
Super pain was to come over form old crm to attio -> Pandadoc still has zoho id, but these cannot be changed to attio deal ids to use it in the integration.
and further more.
1 vote -
Unified Contract Dashboard & Management for External/Received Documents
User Problem / Scenario:
Users who frequently sign contracts created by external parties (where they are the recipient/signer) have no reliable, centralized way to organize, search, or track these documents long-term. Currently:
External documents disappear from the Home page view after 1 year.
Users cannot apply folders, tags, or status labels to external documents.
There is no filtered view to isolate "Documents Received / Signed" vs. "Documents Sent / Owned."
This creates a high risk of lost contracts and forces users to rely on error-prone manual PDF downloads.
Proposed Solution:
Persistent Access: Allow external documents to remain visible in the…
2 votes -
Push files uploaded by recipient in Hubspot deal record
The automation that attaches documents to the HubSpot deal record only attaches the completed PandaDoc document as a PDF. Files that recipients upload within a document (via a file upload field) are not automatically synced to HubSpot as separate attachments — this is a current limitation of the External Automations add-on.
Unfortunately, there's no native way within PandaDoc to automatically push uploaded files to the HubSpot deal record at this time. The uploaded files would need to be manually downloaded from the PandaDoc document and added to HubSpot separately.
1 vote -
Auto-flags to users creating documents
Example use cases:
- A pop-up to users who try to modify a template with a note that they're changing a prepared template
- A flag to users who try to create a field in a document to capture Credit Card informationBusiness outcomes:
- Reduces business users going rogue and modifying pre-approved template language
- Prevents users from capturing credit card information since PandaDoc itself is not PCI-compliant1 vote
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