3784 results found
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Option to be able to identify who is accessing the room with full name plus email.
Option to be able to identify who is accessing the room via link with full name plus email.
2 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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Ability for CC recepient to be added on the auto reminders
For the CC receipient to receive the notification for auto reminders
6 votes -
HubSpot product catalog has different currencies
HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD
3 votes -
Support dynamic decimal place formatting per field from Salesforce in Quote Builder/Pricing Table
- Allow PandaDoc to respect or dynamically pull the original decimal precision defined in each Salesforce field.
This would enable mixed formatting in the same document — for example:
A standard currency value displayed with 2 decimal places (e.g., $1,234.56).
A calculated rate or fractional value displayed with up to 5 decimal places (e.g., 0.12345), but only if non-zero.
2 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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AI to Suggest Content Library Items based Template selected
AI that helps suggest which Content from the CLI to use based on existing Templates/Documents
3 votes -
Option to set time zone for notifications
To have the option to set a time for notification since we do not want to receive notification during weekends
2 votes -
Select Tool
As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.
Summary:
- Drag and select tool (encircle form fields for quick actions like copy + paste)
- Assign multiple form…
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Provide help text that specifies exact time/date of expiration
Create some help text on documents that states when exactly (i.e. time & date) the document will expire. My team frequently forgets whether setting, for example, a 6/30 expiration date will make the document expire at 12am on 6/30, or at 11:59pm on 6/30.
1 vote -
Webhook: Event for Approved Document
webhook event for document approved
8 votes -
Option to lock text formats
Have the option to lock the formatting options so other users won't be able to edit or change the format of a template or document.
2 votes -
Secondary Email for Login Password Resets
When my email domain stopped working, I could not change the email address myself but had to reach out to support. It would be helpful to have a secondary email address for login issues so that I could receive the email change confirmation when my primary one wasn't reachable.
1 vote -
Add Ebizcharge as a payment gateway in PandaDoc
the question is more geared towards how does our payment platform (Ebizcharge) provider become a payment integration partner with pandadoc like Auth.net, square, paypal, stripe etc
2 votes -
Post-Signing Redirect or Final Page Customization
After a user completes the signing process, the system should either:
Redirect the user to a custom URL, or
Display a customizable final destination page, where additional options, messaging, or actions can be presented.
Benefits:
✅ Improved user experience — Redirecting to a branded thank-you or onboarding page keeps users engaged.
✅ Increased conversion opportunities — Guide users to next steps (e.g., booking a call, downloading a file, visiting a dashboard).
✅ Customization flexibility — Different user types or workflows can be directed to different pages or tailored messages.
Optional Enhancement:
Allow users to edit or confirm final details (e.g.,…2 votes -
Add headers in certain pages
is there a way to have headers on only certian pages
3 votes -
Validation for Quote Builder columns
The client would like to set validation for the column in the QB: if the discount is set to value > 0, then the column for reasoning (text) must be filled in as well.
2 votes -
Filter to Exclude Moved Documents (i.e., Documents in Folders)
Ability to filter document view to exclude documents that have already been moved into folders, so they can focus only on unorganized or standalone documents.
2 votes -
Room User Owner reassignment
It would be nice to have the option to change the Room Owner or have it reassigned
7 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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Bulk add users in a Room
I need to create a bunch of rooms, and would like to know how to add specific members in bulk to different rooms.
To add them one by one takes forever
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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Sync Product Bundles back to Salesforce
When utilizing the guided selling piece of CPQ, customer puts together bundled packaging (Ex. Platinum package: includes products A, B, and C). When writing back to Salesforce, the bundled package name only appears and not the products included. This does not allow for accurate reporting/forecasting on their end as they need specific products included.
2 votes -
HubSpot: Checkbox field is based on the HubSpot Selection
If the value in the HubSpot Field is Yes, the checkbox is checked.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
