5375 results found
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Remove opt-out/reporting links from white-labeled delivery emails
As a professional services firm using PandaDoc for client proposals and engagement workflows, I would like the ability to disable or customize opt-out/reporting links in white-labeled delivery emails.
These links can create confusion for clients, weaken the premium branded experience, and unintentionally reduce trust during sensitive onboarding workflows such as accounting, tax, legal, or advisory engagements.
Ideally, firms using custom branding and verified sending domains should have an option to:
remove “report spam” style messaging,
customize footer language,
or use a cleaner fully white-labeled email experience.This would significantly improve the client experience for firms using PandaDoc as a client-facing…
1 vote -
Email or document recipient completion limitation
After the document goes through a signing process, finalization, and correction of any errors, the sender or reviewer will be able to send the final version to the client only.
1 vote -
Fill in then Sign Later
A signer can complete and fill in the documents first, and once the reviewer or approver has reviewed them, the agreement or document will be returned to the client for the official signing.
1 vote -
Recipient group in/with Salesforce
Would like the ability to use recipient groups when creating a document via Salesforce
2 votes -
Push PandaDoc Form responses to Salesforce records natively
Currently, PandaDoc Forms can collect data and trigger document creation, but there is no native way to push form submission responses directly into Salesforce to create or update records (including custom objects).
2 votes -
Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
1 vote
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Add Netto in quote summary
Currently you cannot display to the client the total net price without VAT, fees, etc. Many clients need to see this data in the quote.
Also, there are different tax % and it is not possible to show the total for each tax rate. This is important for our clients1 vote -
Add CC Recipient to 21 CFR Part 11-compliant document
Ability to add CC recipients on CFR compliant documents.
1 vote -
Do not sign before or set a window/timeframe to sign
I would like the ability to set a timeframe in which a client can sign their document, such as no sooner than 30 days before the expiration date. Our process specifically requires their signature to be within 30 days of the planned service date for legality. We would like clients to be able to see and review the document before then, but not allow them to sign it until a specific timeframe. Rather than fill in a data manually, we would like to select something like expiration date minus 30 days as the soonest signing date so that it auto-calculates…
1 vote -
Status: different status after each signer has signed and it has been sent to the next recipient
Currently, when a document has been signed and sent to the next recipient, the document stays in viewed status; however, we would like the status to change to something else so that we can see the document has been signed by one recipient, but not the other
2 votes -
Bulk update document expiration date
Have the ability to update documents expiration dates in bulk. For example, all of the documents in one bulk send or all documents set to expire on the same date can be updated to a different date all at once.
1 vote -
Create Bundled Products via API
the ability to create bundled products via API
3 votes -
ne-click option that automatically places an initials field on every page
Can we have the one-click option that automatically places an initials field on every page
1 vote -
Remove the "unlimited per month" label on the Stripe checkout page
Rename "unlimited" to something like "ongoing" or "subscription" in the Stripe metadata passed to Stripe.
1 vote -
Dynamic Payment Amount Based on Signing Date
Allow payment amounts in PandaDoc documents or forms to be automatically adjusted based on the date a recipient signs (completes) the document.
1 vote -
Dynamic Payment Amount Based on Signing Date
Allow payment amounts in PandaDoc documents or forms to be automatically adjusted based on the date a recipient signs (completes) the document.
1 vote -
Attach quote as a PDF, when quote is sent
Please add an option to attach a PDF copy of the quote to the email PandaDoc sends recipients. Currently the email only links to the dynamic quote. Many customers prefer a PDF they can save, forward. Ideally a toggle at the template/workspace level.
Not just attachment on completion.
6 votes -
Support Referencing PandaDoc Catalog Items in Quote Builder via API
Support adding PandaDoc Catalog items directly to Quote Builder through the API using a Catalog identifier (e.g., SKU or Product ID), instead of requiring all product data to be passed inline in the payload.
2 votes -
Restrict editing while letting field update in generated documents.
Restrict users from editing the template structure (text, blocks, allowed content) while still letting them update field data in generated documents, without granting them edit access to the template itself.
1 vote
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