5383 results found
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Keep template source for duplicated documents
Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.
2 votes -
To be allowed to set the zoom level for the preview view.
To be allowed to set the zoom level for the preview view. Currently, the preview of the offer stretches across the entire width of large screens, which doesn't look good. Some customers won't know how to scale it down themselves.
2 votes -
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.
3 votes -
Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
3 votes -
Configure the PandaDoc integration in Zendesk to only show on user pages.
Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
• The current integration is designed to be available on both Ticket and User pages in Zendesk Support.3 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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Ability for a user to approve documents without needing access to "Can view any document."
Currently, even if a custom role has access to approve documents, they can only approve documents created by other users if "Can view any document" is selected. Looking for a way to have users have the ability to approve documents that they are selected to approve, but still not have access to all documents created by other users. They would only have access to documents created by other users if they were added as an approver to that document.
2 votes -
Filter documents by attachments.
Filter documents by attachments.
1 vote -
Webhook for Signer Changes Due to Document Forwarding
Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.
3 votes -
Set the background image opacity on the downloaded PDF
For example, the colorful page background images in our reports are a drain for someone to print. This feature would give people the ability to set the opacity of a background image OR remove it altogether when the report gets downloaded as a pdf.
2 votes -
ID check for Forms
Ability to enable ID Check (recipient verification) on forms and make it required
2 votes -
Enable/Disable Notary by Workspaces
They use both On Demand and BYON. They would like to have it enabled only in certain workspaces.
2 votes -
3 votes
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Warning when publishing changes to all content using a theme
I would like there to be a red flag warning "Are you sure?" when making changes to a theme and publishing it to "all content that uses that theme". This additional step would make sure that the user knows this doesn't affect just this template, but would affect ALL templates and content library items that currently use this theme.
Also, the word "Publish" for saving the change is counterintuitive. Many platforms use this same word to "save" changes or make changes take effect, even for an individual document or template.
The prompt asking if we should apply it to other…
1 vote -
Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
3 votes -
automatically retrieve the link without having to manually select to generate the document link
Option to automatically retrieve the link without having to manually select to generate the document link
3 votes -
2 votes
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Support Formatted Currency Output for Custom and Calculated Fields in HubSpot
Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
value (e.g., 1000)
formatted (e.g., $1,000.00)This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.
4 votes -
design template details API to expose conditional smart content rules or logic
Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?
3 votes -
Automate "Return to Object" button in SFDC
Step 1 : Create the document
Step 2 : document loaded
Step 3: user needs Manually click on of “Return to Object” button.
We wanted to automated the manual click of of “Return to Object” button. Hope this make sense.1 vote -
Use Recipient groups in MS Dynamics
Use Recipient groups in MS Dynamics
2 votes
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