7672 results found
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Use tokens to populate email templates - i.e customers name
Be able to use tokens to put customers names and other details into the e-mail template for when you send out documents/proposals. Currently looks too much like a spam e-mail, personalisation brings credibility and acceptance.
1 vote -
Pass custom product fields into pricing table on Template instead of Document using Hubspot
Pass custom product fields into the pricing table on the Template instead of the Document using HubSpot
2 votes -
Choosing which recipient will receive a completed copy of the document
Allow sender to choose which recipient should be able to receive a copy of the completed documents instead of sending it to all recipients.
1 vote -
Add Tag Syntax to Set Textfield and Date Fields as Required by Default
Currently, textfield and date field tags in curly bracket notation are imported as optional fields by default, requiring manual adjustment to mark them as required after placement. This feature request proposes introducing a tag syntax modifier that allows these field types to be automatically set as required upon placement, streamlining template creation and reducing manual editing effort. This enhancement would align textfield and date field behavior with signature fields, which are required by default, providing more consistency and efficiency when preparing templates and documents using field tags in PDFs or DOCX files.
1 vote -
Approval workflow after document is sent, and before automatic invoice generation
approval step that triggers after a document is sent to the client but before an invoice is created or sent.
2 votes -
Select the Same Text Box for Multiple Conditional Logic Triggers
Summary:
Users need the ability to use a single text box as the conditional field triggered by multiple dropdowns or fields. The current system only allows a text box (or any unique field) to be assigned to one conditional logic trigger, making users duplicate fields and increasing maintenance effort.Key Problems Identified:
Increased template complexity: Users must create multiple duplicate text fields for similar feedback or input scenarios.
Maintenance burden: Updates to duplicated fields must be performed manually across each instance, raising the risk of errors.
End-user experience: Recipients may see several fields for identical purposes, causing confusion.
Workflow inflexibility:…1 vote -
Mobile App- Admin Panel views
Need to be able to manage users as an admin and view billing details. Specifically:
Invite users
Deactivate users
Reset usersView billing details, including:
plan information
invoices
Subscription renewal dates1 vote -
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
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