7340 results found
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Add non-roman characters
Can non-Roman characters be added to the editor and to the recipient language?
1 vote -
Ability to make payment as refunded
We anticipate some clients may request refunds, and for internal tracking, it would be helpful if the engagement status reflected that rather than just showing as “Paid.” This would also help us with the total, under the payments section, accurately reflecting the total paid amount.
1 vote -
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 -
Integration: Backdocket
Ability to integrate with Backdocket
2 votes -
Integrate PandaDoc with a Tax calculator
Integrate PandaDoc with a Tax calculator
3 votes -
Form attachments hover and open instead of downloading
When a form is received and the uploaded data is in Excel/word. The contents needed to be downloaded before being viewed.
2 votes -
Smart Content: Populate items based on Pricing Table selection
The ability to populate content library items using a Smart Content Block based on what products are checked/selected in a Pricing Table/ Quote Builder.
2 votes -
Custom permission to disable access to making products optional in quote block.
Prevent users from enabling the optional items toggle in a quote block.
2 votes -
When selecting a product from a Product Box - group all products together to improve the view
When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote
1 vote -
route document-related emails through a specific shared inbox in Pipedrive
Im setting up Shared Inboxes in Pipedrive, how does this feature sync with the document creation and email reply to settings in pandadocs?
2 votes -
Auto and Manual sort of products on Forms and Quotes
Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.
It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.
1 vote -
Receive details of suggestion made via API call/webhook
We generate a document using an API. This means we've created a template that is populated with content via the API. The document is successfully sent to the customer. The customer discovers an error (spelling, numbers swapped, etc.). They can point out this potential error in the PandaDoc web view. Both the sender and the recipient receive this information via email. We would also like to receive this information via the API (status) so that we can directly point it out in our system that populates the documents.
2 votes -
Apply Recipient verification on Template level
ID Check to be on by default for "Recipient" for new Documents created from new Template
1 vote -
Move templates to another workspace
Ability to move directly move templates to one workspace to another
2 votes -
Move send document button to the top of the page
Client is requesting to have the 'Send Document' button higher. Similar to the Continue button on the preview screen to Review Recipients.
When the Send Document button is low, users have to scroll down to click it, which is an unnecessary step. The button should be at a consistent level all the time.
2 votes -
Automatic expiration for Deal Rooms: auto-archive or delete a Room after X days of inactivity
Introduce the ability to set an automatic expiration or retention policy for Deal Rooms, such as auto-deletion or archiving after a specified period of inactivity or after a set number of days.
2 votes -
Ability to view which user generated each API key in the PandaDoc UI
Add the ability to view the user who generated each API key directly within the PandaDoc UI for better visibility and audit tracking.
2 votes -
Document Generation via AI
🔍 Problem Statement
What’s the problem this feature is solving? Why does it matter?🎯 Use Case / Desired Outcome
What would the user experience look like if this existed? Describe how a user would interact with it.🧠 Proposed Solution
What specifically would you like the AI to do? Is it generating entire documents, specific sections, summaries, or something else?🔁 Current Workaround
What do you or customers do today to accomplish this, and what are the limitations?🌟 Impact
How would this feature improve workflow, save time, or increase revenue/retention?🧪 Optional: Customer Interest / Accounts
Do any…1 vote -
Option to link conditional fields to payment
Option to link conditional fields to payment
3 votes -
Payment variables
Payment variables: system variables that will reflect the details of the payment setup configured on a document
1 vote
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