2898 results found
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Ability to create a single contract that links to multiple opportunities or deals in a CRM with automations for them all.
Some clients manage complex accounts where multiple reps are working multiple deals simultaneously — each tracked as a separate opportunity. However, when it comes time to execute, all of those deals are consolidated into a single contract.
The current automation only applies to the primary opportunity, which means once the contract is signed, there's manual backend work required to update the remaining opportunities.
The ability to link multiple opportunities to a single contract would eliminate that manual overhead and ensure automation fires accurately across all associated deals.1 vote -
Select Multiple Templates for Bulk Send
the ability to select multiple templates at once in bulk send
2 votes -
Allow "Mark as Paid" for documents in Sent/Pending status (no recipient action required)
Description:
Currently, the "Mark as Paid" option in the Payments dashboard is only available when a document is in Waiting for payment status. This requires the recipient to have opened or completed the document first. However, in cases where payment is collected outside of PandaDoc (bank transfer, check, etc.) and the document has no outstanding recipient actions, users have no way to update the payment status without involving the recipient. Request: allow users to manually mark a payment as paid regardless of document status, or at minimum when the document is in Sent/Pending status.1 vote -
Trigger Payment Flow When Manually Completing a Signed Document
When a document is manually moved to "Completed" (to reflect an offline/outside signature), any attached payment step is silently bypassed. There should be a way to still trigger or prompt for payment collection in this scenario.
Current Behavior - If a signer executes a contract outside of PandaDoc and you manually update the document status to Completed, the payment block attached to that document is skipped entirely. The only workaround is to collect payment through a separate tool and then manually mark the document as Paid in PandaDoc.
Expected Behavior - When manually completing a document that has a payment…
1 vote -
Log the document reminders auto sent to HubSpot
I'd like the document reminders that I specify on my PandaDocs that are automatically sent to get logged back to the relevant records in HubSpot (deal, contact, company). I'm hoping that will show in the Emails and All Activity sections to give me a clearer picture of activity on my Deals.
1 vote -
Remove opt-out/reporting links from white-labeled delivery emails
As a professional services firm using PandaDoc for client proposals and engagement workflows, I would like the ability to disable or customize opt-out/reporting links in white-labeled delivery emails.
These links can create confusion for clients, weaken the premium branded experience, and unintentionally reduce trust during sensitive onboarding workflows such as accounting, tax, legal, or advisory engagements.
Ideally, firms using custom branding and verified sending domains should have an option to:
remove “report spam” style messaging,
customize footer language,
or use a cleaner fully white-labeled email experience.This would significantly improve the client experience for firms using PandaDoc as a client-facing…
1 vote -
Fill in then Sign Later
A signer can complete and fill in the documents first, and once the reviewer or approver has reviewed them, the agreement or document will be returned to the client for the official signing.
2 votes -
Recipient group in/with Salesforce
Would like the ability to use recipient groups when creating a document via Salesforce
2 votes -
Push PandaDoc Form responses to Salesforce records natively
Currently, PandaDoc Forms can collect data and trigger document creation, but there is no native way to push form submission responses directly into Salesforce to create or update records (including custom objects).
2 votes -
Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
Pull quote data into invoice
Option to automatically create an invoice that reflects the agreed-upon PandaDoc quote.
Steps:
1. The client selects their desired options in the quote and submits it for approval.
2. Event sales either approves the selection or sends it back for adjustments.
3. Once the final selection is confirmed and approved, PandaDoc automatically transfers the quote information into an invoice template.
4. The client receives the contract and the generated invoice simultaneously.
5. The client signs the contract and is immediately directed to the payment gateway.1 vote -
Add Netto in quote summary
Currently you cannot display to the client the total net price without VAT, fees, etc. Many clients need to see this data in the quote.
Also, there are different tax % and it is not possible to show the total for each tax rate. This is important for our clients1 vote -
Do not sign before or set a window/timeframe to sign
I would like the ability to set a timeframe in which a client can sign their document, such as no sooner than 30 days before the expiration date. Our process specifically requires their signature to be within 30 days of the planned service date for legality. We would like clients to be able to see and review the document before then, but not allow them to sign it until a specific timeframe. Rather than fill in a data manually, we would like to select something like expiration date minus 30 days as the soonest signing date so that it auto-calculates…
1 vote -
Status: different status after each signer has signed and it has been sent to the next recipient
Currently, when a document has been signed and sent to the next recipient, the document stays in viewed status; however, we would like the status to change to something else so that we can see the document has been signed by one recipient, but not the other
2 votes -
Create Bundled Products via API
the ability to create bundled products via API
3 votes -
Remove the "unlimited per month" label on the Stripe checkout page
Rename "unlimited" to something like "ongoing" or "subscription" in the Stripe metadata passed to Stripe.
2 votes -
Dynamic Payment Amount Based on Signing Date
Allow payment amounts in PandaDoc documents or forms to be automatically adjusted based on the date a recipient signs (completes) the document.
2 votes -
Attach quote as a PDF, when quote is sent
Please add an option to attach a PDF copy of the quote to the email PandaDoc sends recipients. Currently the email only links to the dynamic quote. Many customers prefer a PDF they can save, forward. Ideally a toggle at the template/workspace level.
Not just attachment on completion.
6 votes -
Support Referencing PandaDoc Catalog Items in Quote Builder via API
Support adding PandaDoc Catalog items directly to Quote Builder through the API using a Catalog identifier (e.g., SKU or Product ID), instead of requiring all product data to be passed inline in the payload.
2 votes -
Restrict editing while letting field update in generated documents.
Restrict users from editing the template structure (text, blocks, allowed content) while still letting them update field data in generated documents, without granting them edit access to the template itself.
2 votes
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