5383 results found
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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 -
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.
3 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 -
Pricing table: Create a Net Price Total column
I have 500 items, and each has a net price and a gross price. This is self-evident, and even if I have 5, 10, or 200 items in my offer/invoice, my customer sees the price column (net price) but not the total, which is important information for my customer in B2B business; we are only talking about net prices. However, the subtotal is always the gross amount; in my opinion, it is not possible otherwise in your offer/invoice. However, I additionally need the net total.
1 vote -
Bulk Update Date Field Settings Across All Templates/documents
Ability to Bulk Update Date Field Settings Across All Templates/documents
2 votes -
[Quote Builder] Ability to add an additional note for each section
The ability to add section notes and also subtext under a Section title would be great. These notes help outline specifics for each section and adds additional clarity to customers.
1 vote -
Customize Forms initial prompts text
We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.
1 vote -
Smart Forms: Restore Deleted Smart Forms
restore smart forms
2 votes -
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen
3 votes -
Photo collage
I'd like it to be easier to make photo collages within panda docs. I currently create a collage using fundy (it's actually a wedding album design tol) and upload those exports. I'd rather just be able to do this natively.
1 vote -
Vertical alignment for text
Option to vertically align text
2 votes -
Option to automatically minimize the right-side panel on document editor.
Have an option to automatically minimize the right-side panel when opening a document for editing.
5 votes -
Smart Forms: mapping fields improvements
I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.
5 votes -
Search Bar to be in the Default Document View
Suggestion to make the search bar appear in the default view to avoid having to click search every time, just to then have to re-navigate to the search back to enter the search parameters. This would streamline the search process and save extra navigation steps.
2 votes -
Subcharges for installment payments
When using Square or Stripe as payment methods, there should be an option to automatically pass credit card surcharges to customers at checkout. Currently, adding the surcharge manually in the pricing table does not work for installment payments.
2 votes -
Access Image Library in Rooms
Have the ability to access the Image Library when adding images in Rooms.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Add non-roman characters
Can non-Roman characters be added to the editor and to the recipient language?
2 votes -
Ability to change the default "Sort by" option for product catalog when adding products to QB block
Ability to change the default "Sort by" option for product catalog when adding products to QB block (for now Last modified is always set as default).
2 votes
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