2992 results found
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Updating member role via API call
Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.
1 vote -
Update Signing order via API
We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.
3 votes -
Update branding in Signing View
We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.
1 vote -
Payment Installments available with API
Currently using API for their payments and would like to be able to set up installments via API workflow.
1 vote -
A permission for custom roles allowing to provide access to Webhooks settings
A permission for custom roles allowing to provide access to Webhooks settings
1 vote -
Option to bulk download documents directly
Option to bulk download documents directly instead of receiving a link to an email
2 votes -
Restrict send documents on someone's behalf
restrict send documents on someone's behalf
2 votes -
Ability to copy and paste table to a different document
Ability to copy and paste table to a different document
3 votes -
Use Greenhouse template to create a document
Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc
2 votes -
Contract Repository: Mandatory Data Fields for Contract Repository
Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.
2 votes -
Data from a single PandaDoc field to be distributed across multiple HubSpot properties
A user might have a "Full Address" field in PandaDoc, and they want to map this single field to different properties in HubSpot, such as "Street Address," "City," and "Postal Code." Currently, they would need to create multiple fields in PandaDoc for each specific property, which complicates the document creation process.
2 votes -
Ability to pass line item image from HubSpot
Ability to pass line item image from HubSpot
4 votes -
Role Permission pop up notification
Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.
User 1 Admin Role
User 2 Limited Member Role
User 3 Member RoleAdmin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.
The Aks: It would be best that when a Role with limitations makes a change on a document if…
2 votes -
Ability to adjust the email footer text based on the recipient's language.
Ability to adjust the emails footer text based on the recipient's language.
2 votes -
Redirect button on the completed document email
Redirect button on the completed document email
2 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
4 votes -
Hubspot automation improvement
move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).
8 votes -
Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025
When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.
Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…
9 votes -
Transfer Room to another workspace
Transfer Rooms between workspaces.
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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SMS Verification: track the SMS deliverability
Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.​
4 votes
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