7563 results found
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Allow Smart Form Fields to Populate Values Even When Hidden
Currently, in PandaDoc Smart Forms, when a rule both hides a field and sets its default value, the value is not populated because hidden fields default to empty.
The solution is to allow hidden fields to retain or populate their values when set by a rule, so users can hide fields from the form interface while still leveraging their values.
2 votes -
2 votes
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Update Hubspot Property with PandaDoc document status.
I am also looking to populate a property to log the time stamp of when a document has been sent and when a document has been paid. For this I've created a property called "PandaDoc status" on hubspot deals. I would like this property to mirror the live status of the document. While I see how to change the deal stage, I want to send the document status to a property in hubspot. Can you help me with this please? It's quite urgent so if you could get back to me asap that would be great!
1 vote -
Billing Frequency Variable For Pricing Tables
Users would like to have a system variable that captures the billing frequency of products in a pricing table and inserts this value anywhere within the document.
2 votes -
ability to add 3rd discount in one pricing table: 1) in the line items, 2) in the subtotal, and 3) overall total.
I finally had time to try to make this work and I can get two discounts to work but we actually need to be able to have 3:
1) line item discount
2) multi-year discount
3) reseller discountWe need them to also calculate in that order.
2 votes -
Disable the option for the recipient to reply on the reminder
Disable the option for the recipient to reply to the reminder
3 votes -
Advanced Pricing Table: Total
Hide the total unless the items are selected.
2 votes -
"Agree" field
Option to have "Agree" field that would count as a signature (in case there is no signature field in the document)
1 vote -
Video Conference Integration with AI
The ability to generate documents based on meeting transcripts with clients supporting popular platforms like Zoom, MS Teams, GMeet, etc.
1 vote -
Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts
Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts so numbers are autopopulated when going to send document via SMS/Text
1 vote -
Microsoft Dynamics 365 data-import integration: make Custom Entities viewable in template
Make Custom Entities viewable in the template when using Microsoft Dynamics 365 data-import integration
1 vote -
Option to set an admin for each folder
Option to set an admin for each folder
2 votes -
Solidgate payment integration
The customer is moving away from Stripe to Solidgate and would like to integrate it with PandaDoc.
2 votes -
API: Embedded Signing for Recipient Groups
The feature to support recipient groups with embedded signing.
2 votes -
Attached the second document to Pipedrive or CRM when the first document is completed.
Currently, when using the automation "Sending another document when PandaDoc document status changes", only the first document is attached to Pipedrive or in the CRM. But the second document should also be attached.
1 vote -
Conditionally require a field based on another field
I would like to be able to require a field only if another field has a specific value. Example: If a dropdown field = Yes, then require another field to be filled out.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Display PandaDoc app vertically in Monday.com
We'd like to display PandaDoc in monday.com vertically
1 vote -
Pull/add existing products from catalog into Quote Builder
Currently, it's not possible to directly add existing products from your catalog into a Quote Builder via API (when creating documents via API with Quote Builder, all product information must be passed at the time of document creation, and products stored in PandaDoc cannot be used to populate Quote Builder)
2 votes -
Remove inactive users automatically / auto-deprovisioning
The customer would like to remove users automatically based on the inactivity status so it is easy to keep the account user list clean. They have over 2700 users in the account and it is difficult to track inactive users and remove manually.
2 votes -
Ability to limit the future dating range
A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?
For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).
We might not be able to maintain/honor our current pricing that far in advance.
5 votes
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