7469 results found
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Ability to enforce workflows by removing the “Create Document” button in PandaDoc CPQ - HubSpot
Currently, when using PandaDoc CPQ within HubSpot, the workflow feature allows users to create a document automatically as part of a defined workflow. However, there is also a separate “Create Document” button that allows team members to bypass the workflow entirely. Add an option to disable/remove or hide the “Create Document” button, so that all document creation must go through the designated workflow.
2 votes -
Melbourne Time Zone
Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.
2 votes -
API: Ability to approve documents via API
approve documents via api
7 votes -
Native Variables for Net Total and Tax Total Across All Pricing Tables
We need native system variables (similar to Document.Value) that automatically calculate the net total and tax total across all pricing tables in a document.
Business Case:
Currently, Document.Value provides the gross total across all tables, but there's no equivalent for net totals or tax totalsUsers with multiple pricing tables (one per page/product) need these calculations without manual formula setup
This would improve consistency and reduce setup complexity for multi-table documents
Net and tax totals are as fundamental as gross totals for business documentationCurrent Limitation:
While Document.Value sums gross totals across all pricing tables, users must manually create custom…1 vote -
Make SMS Verification required before sending document
Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.
4 votes -
Display “Partially Signed” Status for Documents
Add a status or section within PandaDoc that indicates when a document has been partially signed meaning at least one recipient has signed, but not all assigned fields or recipients have completed their signatures yet.
1 vote -
redirect to work with the downloaded file
Redirect to work with the downloaded file
4 votes -
Add a content library item as section to the pricing table.
I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items. I need it to be in the same table.
2 votes -
Smart Forms: Change name of person sending document
When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.
1 vote -
TOC: Keep headings auto-numbering
Client: we want to have TOC to have numbers in front to be reused based on their numbering as paragraph, not pages on the right. We can’t use Auto numbering, because then we can’t have continuation with inner paragraphs like 2.1 2.2 2.3 etc.
2 votes -
Pass Discount in % from MS Dynamics
At this point, we can pass discount/tax in flat value only from MS Dynamics. Would be great to have an option to pass it in % (if template is set to %).
2 votes -
Catalog: Automatically update Catalog based on information in Monday.com
Have the ability to pass Monday.com products to the PandaDoc catalog automatically.
2 votes -
API Endpoint to Launch CPQ Workflow.
Would like an API end point to launch a CPQ workflow from Salesforce.
2 votes -
2 votes
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API: Enable dynamic mapping of flexible payloads to tables without predefined structures
The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.
1 vote -
Ability to include CRM variables into reports
Ability to include CRM variables as column options into reports
2 votes -
Zoho 2 Way Sync: update variables from Zoho CRM
Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.
1 vote -
Adelante Payment Gateway
Good morning, we find the charges very high with Stripe and PayPal. Would you be open to working with Adelante? We had a call with them and they mentioned it would be straight forward but need a call with your team to discuss.
1 vote -
Checkbox field: Design and color options to make it more visible
Option to change checkbox colors from default gray to more vibrant, visible colors for better visibility and user experience.
2 votes -
Document bundle: Ability to drag and drop content from one document to another in the bundle
Ability to drag and drop content from one document to another when having document bundle
2 votes
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