7475 results found
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Add page breaks between content blocks generated via Smart Content
Ability to insert page breaks in between content blocks populated through a Smart Content Block.
1 vote -
2 votes
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2 way sync: to to pass 2 product with the same SKU in Hubspot
2 way sync to to pass 2 product with the same SKU in Hubspot.
When two identical products (same SKU, name, and price) are added to the same quote section in PandaDoc CPQ, only one instance of the product is synced back to HubSpot. it would be great to have both line items to sync individually, as they appear separately in the PandaDoc quote builder.
2 votes -
Change the Due Soon Date on the Payments Tab
On the Payments Tab, I would like to change the "due soon" to reflect the next 28 days rather than the next 3 days. It would be great to be able to customize the due soon interval.
2 votes -
Prevent requestor self-approval when submitting forms/templates/documents
Currently, if a requestor is also listed as an approver, PandaDoc allows them to sign or approve a document at the time of submission. This behavior effectively bypasses the approval workflow.
This creates a security and compliance risk, since it allows someone to self-approve their own submissions. In regulated or audited environments, this violates separation of duties principles and undermines the integrity of approval processes.
1 vote -
When a custom property in a CRM changes automatically create a document
When a custom property in HubSpot is updated, automatically generate and send a document to the client. For example, if a customer chooses to pay via invoice and the payment method property in HubSpot is changed to ‘Invoice,’ the automation would create a credit application form and send it to the client automatically.
1 vote -
Option to attach PDF drawings and stp files
As a company that provides engineering proposals, we attach PDF drawings and .stp file (3d models)
suddenly pandadoc wont allow any file other than a pdf to be attached, we have tried zipping files, compressing.... etc but this feature seems to be removed.Please add back in any file type attachment.
1 vote -
HubSpot CPQ: Ability to add CLI
Have the ability to add Content Library Items in the HubSpot CPQ process. At the moment, it's not allowing us to add more pages or a CLI.
2 votes -
Option to manually change document status to sent
Option to manually change document status to sent
1 vote -
Too many clicks to content center & going backwards to a content center folder doesn't work anymore
The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.
So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN…
2 votes -
Ability to View Historical Credit Usage
It would be helpful to have a feature that allows users to see the historical usage of PandaDoc credits.
1 vote -
True alphabetical order that will be applied both to folders and documents.
If the sort order is set to alphabetical and a file is called "abstract" and a folder is called "business tools" and then a file is called "Clearance".. currently I'll get the folder with the letter "b" (business) first in the list even though a file clearly should be first since it starts with an "a" (abstract). This should not be. It should list them in true alphabetical order. Perhaps some people like the folder vs. true sort order method, but then give a toggle to turn it on and off
2 votes -
Change notification language depending on your role on the document
The language in the notifications a user receives is the same regardless of whether they are a signer or a cc'ed recipient. There is no call to action to sign the document, so they cannot tell if they need to take action or not. I'd like to have a signer receive a message to "please sign the document" or "your signature is required" or something, whereas a cc'ed recipient should receive a message like "you've been cc'ed on a document."
1 vote -
Option to Set Fields as “Required by Default” in the Embedded Editor
Ability to configure whether fields added in the embedded editor are required by default (or have an option to toggle this behavior).
2 votes -
Make "Shared with me" Documents searchable"
Make "Shared with me" Documents searchable"
0 votes -
Home: document overview option
We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!
2 votes -
Drag to highlight and select multiple fields at once. Mass edit the selected fields
Use the mouse to mass select multiple fields at once by dragging. Similar to highlight function on your computer. Mass update "required" field settings or change assignment to different person. Multi-clicking takes so much time when you have hundreds of fields in a form.
1 vote -
Update Content from File" for Editable Text Box Templates
Problem Statement: Many of our most important templates were built "natively" in PandaDoc using individual text boxes, not an uploaded file.
Our legal and operations teams frequently send us revised versions of these documents as a new PDF or Word file. When this happens, our only option is to manually:
Open the new PDF and the old PandaDoc template side-by-side.
Read through both to find the differences.
Manually copy the new, updated text from the PDF.
Find the corresponding text box in the PandaDoc template.
Delete the old text and paste in the new text.
This is an extremely slow,…
1 vote -
The ability to apply an expiration date to a form link
It would be convenient to be able to apply an expiration date to a form link, so that they automatically expire after a certain date. For example, I create a form for an event being held on November 21, 2025. The link for this form, as well as any started but not completed responses will automatically expire on November 22, 2025.
1 vote -
Separate timeline on the homepage
Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.
4 votes
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