3784 results found
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Ability to bundle a document to another after the document has been published
Ability to bundle a document to another after the document has been published. This is incredibly useful when we have multiple pieces of paperwork that come together in a contract and we want them all housed in one document.
1 vote -
Add Cost Subtotal / Total Cost to Quote Builder Footer
Add Cost Subtotal / Total Cost to Quote Builder Footer
Quote Builder currently allows users to track Cost at the individual line-item level, but there is no option to display the total Cost across all line items in the Quote Builder footer.
Please add Total Cost / Cost Subtotal as an available footer calculation, similar to Subtotal, Total Quantity, Discounts, Fees, and Taxes.
Use case
For businesses that use Quote Builder for margin-aware pricing, the total selling price alone doesn't provide enough information to make pricing decisions.
Our sales team uses the Cost field to track internal and pass-through…
1 vote -
Certificate of Signature is to large / too many pages
The number of pages for a Certificate of Signature from a signing process is too large. Reduce the image size of the signature and placement of recipient verification to get a minimum of 3 signers/page.
1 vote -
Scheduling a notary session on behalf of someone else.
Ability to schedule a notary session on behalf of someone else, similar to how you can send a document on behalf of someone else.
2 votes -
Allow users to configure the "next" button on the template level for signers via API
We often have issues where clients send a document to someone to sign and a number of non-required fields are missed. When the signers use the "next" button, it jumps from one required field to the next, meaning intermediate non-required, but important fields are missed.
1 vote -
New Editor: Restore recently used hex color swatch persistence for individual table cell editing
In the classic editor, recently used hex color codes were saved as persistent swatches within a document, allowing users to quickly reuse custom colors when editing individual table cells without having to retype the hex code each time. Since the rollout of the new editor experience, this behavior no longer persists. Users who apply custom hex colors to individual cells are required to manually retype the hex code every time, significantly disrupting their editing workflow. Please consider restoring this color swatch persistence in the new editor.
1 voteHi,
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Measure how many HubSpot deals we have sent a Room to
I need to connect Pandadoc room events to HubSpot to measure how many HubSpot deals we have sent to a room
4 votes -
Collect Form Data
Ability to use an existing form on the Collect Form Data in Workflows.
1 vote -
Bank Transfer as a Payment Method via Stripe in PandaDoc
We would like to offer bank transfer as a payment method using Stripe as the payment gateway. A workaround where customers transfer funds directly to our account isn't very practical because we can't automate the process that way. Please make bank transfer available (alongside SEPA and credit card).
1 vote -
Native Support for Salesforce Product Groups in PandaDoc Documents
Summary:
When using PandaDoc's Salesforce integration, customers are unable to carry over native Salesforce product Groups into their PandaDoc documents. Groups exist at the Salesforce UI level but there is currently no mechanism to pass them through to PandaDoc automatically.Desired Behavior:
When a document is generated from a Salesforce Opportunity, PandaDoc should automatically recognize and reflect the product Group structure. organizing line items into their respective groups as sections within the document.1 vote -
Apply automation to a Workspace
Need the ability to set up an automation for a workspace. For instance, any completed document is directed to a workspace cloud location like BOX for archiving. Currently have to remember to set up automation for each template or document which can lead to missed archiving.
1 vote -
Auto Detect and Placement of Variables
When uploading a Word document that already contains variables written in brackets (e.g., [Client.Name], [Company]), PandaDoc does not recognize them. They come in as plain text and each variable has to be manually recreated inside the editor one by one.
Auto-placement already works for fillable fields on DOCX import, so the expectation is that variables would behave the same way. For templates with a large number of variables, having to rebuild them manually after every upload adds significant time and friction to the workflow.
Requested behavior:
PandaDoc should automatically detect bracket-style placeholders on DOCX import and register them as variables…1 vote -
Filter organization-wide document list by recipient email
Currently, the Document Efficiency report under Reports provides an organization-wide view of documents, but recipient email is not available as a filter. The only workaround is to export the full data CSV and manually filter the "document recipient" column outside of PandaDoc.
What we're asking for: Add recipient email as a filterable field in the Document Efficiency report (or equivalent org-wide document view), so admins can quickly pull all documents sent to or received by a specific recipient without needing to export and process data externally.
Use case: Admins need to audit all documents associated with a specific contact —…
1 vote -
Proposal expiration reminder automation
Looking for an automation triggered three days prior to proposal expiration, which sends a reminder email with original proposal for review.
1 vote -
Option to Enable Dark mode
Would like to have the option to enable this when navigating document lists, statuses, etc. (outside of Editor)
1 vote -
Fix field-tags docs: examples show square brackets, but only curly braces parse
The docs page https://developers.pandadoc.com/docs/field-tags shows square-bracket
examples like [textfield:user:name], but the API only recognizes curly-brace
tags ({textfield:user:name}). Support chat confirmed curly is the correct
syntax. Two asks:- Update every example on that page to curly braces.
- Make unparseable/bracket-style tags return a validation warning instead of a silent no-op — today the doc uploads fine with zero fields and recipients silently degrade from signer to CC, which you don't notice until someone can't sign.
1 vote -
Read/Unread indicator for completed documents in the Documents list
Description:
When a document is completed (signed by all parties), there is currently no visual indicator in the Documents list showing whether the sender has personally reviewed that document after completion. In teams managing high volumes of signed contracts, completed documents can accumulate without any way to tell at a glance which ones have been reviewed and which haven't.Feature request:
Add a Read/Unread visual indicator to the Documents list — similar to how email inboxes distinguish read from unread messages — showing whether the document owner has opened a completed document since its completion date.Expected behavior:
Documents the…
2 votes -
MondayCRM automations
- Change MondayCRM task's column status when document is sent
- Change MondayCRM task's column status when document is completed
- Attach PDF to MondayCRM task when document is completed
1 vote -
Workspace-level automatic CC recipients for document notifications
Ability to set specific email addresses at the workspace level that automatically receive document sent and completed notifications without appearing as CC recipients on the document itself. Right now the only way to notify additional people is by adding them as visible CC recipients per document or template, which adds extra steps and shows those addresses to our clients. We need a way to have internal stakeholders notified silently in the background, without affecting the recipient experience on the client's end.
1 vote -
Silent Document Ownership Transfer via API
Add an option to transfer document ownership via API without sending an email notification to the new owner.
2 votes
