7429 results found
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Ability to adjust the email footer text based on the recipient's language.
Ability to adjust the emails footer text based on the recipient's language.
2 votes -
Redirect button on the completed document email
Redirect button on the completed document email
2 votes -
Notification for Optional Fields
Add a feature to notify recipients when an optional signature field is present in the document. This could be through a message or visual cue to ensure the recipient is aware of the optional field.
2 votes -
Update a HubSpot property with a document reference number when a document status is changed
Update a Hubspot property with a document reference number.
2 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
3 votes -
Hubspot automation improvement
move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).
7 votes -
Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025
When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.
Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…
7 votes -
Transfer Room to another workspace
Transfer Rooms between workspaces.
3 votes -
SMS Verification: track the SMS deliverability
Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.
4 votes -
Ability to reference Field ID of fillable fields as variables
Being able to reference the input from a fillable field as the value for a Variable via the "Field Id" would allow for more complex functions like being able to do basic math within a document utilizing input from multiple fields. You could also use fillable field input to flow into a pricing table, which would make this even easier to implement.
My personal use case is needing to repurpose existing PDF contracts currently in use, but having the limitation of not being able to insert a pricing table in order to provide totaling, tax/discount calculations, etc from multiple fillable…
2 votes -
Support the "Send via Business Email" feature via API
Support "Send via Business Email" feature via API.
2 votes -
Ability to Pull Values from Non-Primary Companies in Deal Records
Enable the integration to capture values from non-primary companies associated with deals, allowing users to set conditions or use labels to determine which company's data should be pulled.
2 votes -
Option to pin strikethrough setting in the editing panel
Have the ability to pin Strikethrough in the document editing panel so you don't need to click on 3 dots.
2 votes -
Attachment in Mobile Apps
Ability to make attachments and view attachments in mobile apps
2 votes -
Progress/Status Update Option for Rooms Feature
Progress/Status Update Option for Rooms Feature - for each task in PandaDoc rooms, have the option to update the status of each task ex. not started, in progress, delayed, not appliable, complete.
1 vote -
e-Apostille
e-Apostille: option to get an official UK document ‘legalised’ by submitting it to the Legalisation Office.
2 votes -
Pull recipients from Salesforce after document creation
Pull in the newly linked contact to the document that was already created and now linked on the opportunity without retyping the name
1 vote -
Single file for all documents within a bundle when downloading them in bulk
Each document within that folder is made of several. Currently, when is it complete and it is downloaded, it separates each component of the 1 document into many. I expect a single PDF file for all documents within a bundle when downloading them in a batch.
1 vote -
Option to change payment pop-up wording
Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)
1 vote -
Quote builder: set a fixed Contract Term
Option to set a given term as default for all the lines created from the catalog
2 votes
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