2993 results found
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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 -
Limit a user's ability to send documents via text (SMS)
Ability to limit a user's ability to send documents via text (SMS)
1 vote -
API: Auto-convert uploaded DOCX documents to editable format without requiring manual UI action
When a DOCX file is uploaded via the PandaDoc API, it remains static and read-only by default, and the "Make editable" conversion currently requires a user to manually open the document in the editor UI.
2 votes -
Add ‘Rejected’ status to reporting and CSV exports
Currently, reporting and CSV exports include statuses like Draft, Sent, Viewed, Completed, Expired, and Declined, but there is no way to see a global count of documents that were rejected in the approval workflow.
“Rejected” exists as a document status in the API, but it is not available in reporting dashboards or exported analytics files.
Request: Add a Rejected status tile in reporting and include it in the CSV export so teams can track this metric across all documents.
1 vote -
The entire price table should be selectable or deselectable as a single optional unit via one checkbox — not just individual bundles within
Currently, it is possible to mark individual bundles within a price table as optional. The request goes one step further: the complete price table — consisting of multiple sections and line items — should be treated as one shared optional unit.
The individual sections and positions should remain visible and listed as before. However, the selection or deselection happens globally via a single checkbox that includes or excludes the entire table at once.
Desired Behavior
A top-level checkbox controls the entire price table
When checked: all contained line items are included in the total
When unchecked: the entire price table…
1 vote -
Ability to set the alignment of an Image Placeholder
Ability to select left, center, or right alignment on an image placeholder so that images uploaded via API during document creation have the correct alignment. Currently, the alignment settings only appear once an image has already been placed in the placeholder.
2 votes -
Quote Builder: Allow merging sections or nesting sub-headers under a shared parent header
The Quote Builder does not support merging two sections into one while preserving both section titles as sub-headers. Users who need multiple product groups displayed under a single shared header (e.g., "Section 1" and "Section 2" both under "Monthly Recurring Fees") currently have no way to achieve this. Each section header stands alone with no parent-child relationship available. Request: allow sections to be merged or support a parent header that spans multiple sections, replicating the layout flexibility that existed in the classic Pricing Table.
1 vote -
BRING BACK CHAT!
We need to see the audit trail while working inside a document in draft status. Currently, all we can see is the audit trail after it's been approved (WHY?). The only other way I see where the audit trail will appear is if you click on the three dots on the all documents screen, which means we would have to close out of the draft to go back to see comments that we used to see in the chat section. Not having chat is a huge problem for us. At least show the audit trail in document details on a…
1 vote -
Quote Builder: Support full-width text rows as section sub-headers
Users migrating from the classic Pricing Table are unable to insert full-width text rows that span all columns within a Quote Builder section. In the Pricing Table, this was used to visually group line items under sub-headers (e.g., "Nomic Outpost" and "Nomic Insight" nested under a single "Monthly Recurring Fees" section header) without displaying values in the pricing columns. The Quote Builder currently only supports one section title per section, making this layout impossible to replicate. Request: allow users to insert full-width text/label rows within a section to act as visual sub-group headers.
1 vote -
Salesforce - Template-level control for field write-back trigger
Currently, the "Update Salesforce fields with PandaDoc field values" trigger is global, and write-back behavior can only be controlled by manually configuring Merge Field mappings on each template individually. There is no centralized way to define which templates should or should not participate in the write-back.
Incase one has multiple templates, they need a template-level toggle or an allowlist/denylist in PandaDoc Setup to manage this at scale, without having to audit every template manually.
2 votes -
Ability to view who made what edits on a completed document. Essentially the Version History for a completed document
Ability to view who made what edits on a completed document. Essentially the Version History for a completed document
2 votes -
Add section_uuid to pricing table objects in webhook and document details API
When a bundle document is signed, the recipientcompleted webhook returns pricing.tables[] with no reference to which section each table belongs to. The same gap exists in GET /documents/{id}/details. There's currently no way to cross-reference pricing tables back to their originating bundle section via the API.
Request: Add a sectionuuid field to each pricing table object in:recipientcompleted webhook — pricing.tables[].sectionuuid
GET /public/v1/documents/{id}/details — pricing.tables[].section_uuid2 votes -
Do not wipe unaccepted text suggestions when toggling to Edit Mode.
There is a major friction point when collaborating on a document and toggling between "Suggesting Mode" and "Editing Mode".
Currently, if a user makes several text suggestions in Suggesting Mode, but then needs to toggle into Edit Mode to make a structural change (such as adding a row to a table or adding a dependency), all prior unaccepted suggestions in the document are completely lost and wiped out.
Because suggestions are treated as temporary overlays, structural edits force a document re-render that deletes previous work. This forces users to either completely redo their suggestions or completely abandon Suggesting Mode in…
1 vote -
Ability to export a list of templates created by a specific user
It would be good if it could include additional columns, such as workspace name and created date
2 votes -
Preview should not generate a document or consume credits
When I select 'preview' on a form under the templates tab, it creates a new form, which is then deducted from my usage credits -- this is deceptive, as a preview shouldn't create a new form. A preview -- by description -- is supposed to show you what the page will look like when active, but not be active itself.
The usage credits are very expensive, so you need to warn people in advance that you can't preview a form without creating one, and that it will cost you a credit. I've wasted a bunch of credits on this, when…1 vote -
Ability to Remove or Waive Outstanding Signers Post-Send
Now I would like to share a feature request that would significantly improve our experience with PandaDoc and, we believe, provide value to many corporate customers.
In certain document workflows, there are situations where one of the designated signers is either unwilling or unable to sign a document. However, the validity and legal effectiveness of the document are not affected by the absence of that particular signature. Typical examples include:
Board resolutions
Other corporate governance documents where a predefined majority is sufficient for approval
Currently, PandaDoc does not provide a way to either:Remove a signer after the document has…
1 vote -
Expand functionality of the Audit Log - increase length
It would be extremely valuable if the audit log retained historical data for longer than the current retention period.
Currently, if a document was deleted or archived more than six months ago, there is no way to identify who performed the action or when it occurred. This makes investigating historical issues or responding to customer queries difficult.
An extended or searchable audit history would improve traceability, accountability, compliance, and troubleshooting by allowing administrators to review document activity beyond the current retention window. Ideally, organisations could configure the retention period based on their business or compliance requirements.
4 votes -
Delete/ Archive options
You should be able to select options:
Remove the auto-delete function in the Archive
Or set a timeline of your choosing
Or manually delete from the archive4 votes -
Rooms: upload one document to multiple rooms at once
Rooms: upload one document to multiple rooms at once
2 votes -
Timed Template Updates to go Live at Desired Date
Many customers need to make updates to templates on an annual or monthly basis and at the moment the best option is to duplicate the template and make the changes ahead of the deadline, then transition and train all users to use the new templates on the day of deadline. It would be great to schedule updates to templates ahead of time to go live on a specific date for the existing template that the users are already familiar with using. This would save the rush to update and swap templates within a tight turnaround as well as reduce the…
1 vote
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