2995 results found
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Notary Session Remiders
Ability to send reminders to recipients for on demand notary sessions.
2 votes -
Manage approval workflow emails and notifications via API
There should be a way to manage the approval notifications and emails to document's approvers when the documents are sent via API.
2 votes -
Variables in document name should resolve in system-generated notification emails
When a document is sent to a recipient, PandaDoc automatically generates a notification email that includes the line "[Sender] sent you [Document Name]." This line pulls the document title directly and cannot be edited or customized.
When the document title contains a variable (e.g. [Client.Company] Agreement), the variable appears as a raw, unresolved token in the recipient's email notification instead of the actual value. This looks unprofessional to recipients and undermines the purpose of using template-level variables for standardized document naming conventions.
Use case: We use variables in the document name at the template level to maintain a consistent naming…
1 vote -
Automatic $ to % Discount Normalization for Salesforce Sync
When syncing PandaDoc pricing tables/quote builders to Salesforce Opportunity Products, discount format mismatches ($ vs %) cause sync failures or incorrect data mapping.
PandaDoc allows line items to accept both flat-amount ($) and percentage (%) discounts, but the Update Opportunity Products trigger syncs discount values as-is without format normalization. If a line item has a $ discount and the mapped Salesforce field expects %, the sync breaks or writes the wrong value.
Goal: Automatically normalize all discounts to percentage format during SFDC sync, so:
- If a line item has a $ discount, convert it to the equivalent %
-…1 vote -
Quote Builder: Display Values in Parentheses
Add support for displaying values in parentheses in the Quote Builder.
Example: Discount ($200).2 votes -
Ability to prevent workspace users from adding, moving, or deleting fillable fields during document creation
Since the recent changes, our workspace users are now able to add, delete and move fillable fields when sending templates. They CANNOT be allowed to do this. It creates major problems including potential legal issues. We need to be able to turn off/remove this option for our users.
rephrasing: As an Enterprise admin, I need to prevent my workspace users (non-admin members) from adding, moving, or deleting fillable fields when creating documents from shared templates. Our documents contain legally-sensitive field placements and unauthorized field modifications create compliance and legal risks. Content Locking currently does not protect fields (by design). We…
1 vote -
Section-scoped token values when building document bundles via API
When using the sections/uploads endpoint to build a bundled document from multiple templates, token (variable) values passed in the second call are applied globally across the entire document - overwriting same-named token values from the first call.
Fields already support section-level scoping via the mergefieldscope=upload query parameter, but tokens do not. This creates a hard limitation for dynamic bundling use cases where templates are selected at runtime (e.g. from CRM data) and cannot be pre-configured with unique token names per bundle combination.
The current workaround — converting shared tokens to fields and using mergefieldscope=upload - requires…
2 votes -
Restrict the ability to change the document sender
The ability to restrict users from changing the document sender.
2 votes -
Document.Value on pandadoc__PandaDocDocument__c object in Salesforce
The customer would like to see Document.Value as a field on pandadocPandaDocDocumentc object in Salesforce.
5 votes -
Notary Journl Export
Ability to export details from the notary journal regarding complete notary sessions.
2 votes -
The ability to prevent the syncing back of a 0 quantity product to the CRM
The ability to prevent the syncing back of a 0 quantity product to the CRM
2 votes -
Allow the ability to add a 0 zero quantity to a quote from CRM
Allow the ability to add a 0 zero quantity to a quote from CRM
1 vote -
Show link to custom Salesforce objects (i.e. CPQ quote) in the new design
At this point, once the document is created, we show links only to the records of the default objects (Opportunity and Quote). Would be great to show links to the records of custom objects as well.
2 votes -
Google drive favorite folder
Hi,
When adding a document for signature through Google Drive, please add a way to favorite or shortcut the folder that I typically work from. It is inconvenient to navigate to the folder each and every time. Thank you!
2 votes -
Improve role change transparency: user notifications, permission-aware error messaging, and UI access control
Currently, PandaDoc does not notify users when an admin changes their account role (e.g., from Member to Collaborator). Users only discover the change when they attempt to perform an action their new role no longer permits. Compounding this, users with restricted roles such as Collaborator still see action buttons like "Create New" in the UI, but clicking them returns a generic error message ("Sorry, we're having a little trouble. Please reload the page or contact our Support team.") rather than a clear, role-specific explanation.
his combination creates a frustrating and confusing experience, as users have no way of knowing their…
2 votes -
Private Folder
an option to create a private folder within the workspace
1 vote -
Automation: Create a folder when a document is sent. Title should contain the recipients company name
Currently, there is an automation that moves documents to folders, but not one that creates a folder. Need an automation that creates a folder and pushes a document into that folder based on certain criteria, such as the recipient's company
2 votes -
Wrapper in template builder that converts a plain text token passed through to the Template into HTML
Provide a Wrapper in template builder that converts a plain text token passed through to the Template into HTML (hubspot Rich Text field support)
1 vote -
HubSpot Revenue Hub Support (Contracts Object)
With the launch of HubSpot's New Revenue hub features Pandadoc has become less of a conversation item
While the presentation of a pandadoc proposals that we are able to produce with it are superior to hubspot quotes , Pandadoc has become less of a conversation piece in our conversations with hubspot clients exploring Revenue Hub with hubspot as the current integration doesnt support the contracts Object leading to costly workarounds where it makes more sense to just use HubSpot quotes for those clients.
Suggestion: Add the contracts object to the list of supported objects from which one can interact with…
1 vote -
Save multiple files to Salesforce for bundled documents
If the document is a bundle (contains a few documents), we should save them separately under Salesforce Files (at this point we save one generic document).
2 votes
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