7424 results found
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Option to set favorite contacts, or system to suggest most frequent recipients first
Make sending documents to frequent or repeat recipients easier through favorite contacts or auto-suggestion of most frequent recipients.
2 votes -
Duplicate Send Check
Prevent accidentally sending the same document multiple times to the same contact. When a sender selects a recipient they've already sent the document to, prompt a message like:
“You have previously sent this document to this contact. Would you like to send it again?”2 votes -
Enforce that X unique people from a larger recipient group must sign (i.e. “2 out of 3”)
We have cases where we need to gather more than one unique signature from a recipient group, but not everyone in the recipient group.
2 votes -
Option to delete a page or pages from a document on a mobile browser
When on a Chrome mobile browser, page breaks do not show and there is no option to delete a specific page from a document.
2 votes -
2 votes
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2 votes
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Ability to enable tracking ID/unique ID for each page of the document
Tracking IDs on pages make it easier to match specific sections to a version or approval sequence and helps verify the authenticity and integrity of each page, especially when documents are printed, shared offline, or used in litigation.
2 votes -
Allow setting of Email Subject (not just message) for Email Templates
Allow users to set an email Subject along with the email message for Email Templates
2 votes -
HTML on Rooms feature
The ability to insert/embed HTML or a code block in Rooms.
3 votes -
Batch Document Creation for Multiple Clients via CRM Integration
Create a separate document for each of multiple clients at once via the CRM integration
2 votes -
Automatically open next document awaiting approval after one is approved
Automatically open the next document waiting for approval after one is approved, to make it faster to go through multiple approvals.
2 votes -
Automate Canceling/Deleting/Expiring Documents from Salesforce with Status Sync to PandaDoc
Add Salesforce-to-PandaDoc automation triggers that allow Salesforce field changes to automatically update PandaDoc document status
2 votes -
full-featured support of Quote Builder via API
Sehr geehrtes PandaDoc-Team,
wir nutzen PandaDoc zur automatisierten Angebotserstellung (Trigger aus Pipedrive/n8n, REST-API). Seit Wochen bestehen gravierende Funktionsdefizite, die unsere Angebotsqualität und Conversion direkt schädigen:
Quote-Builder nicht per API nutzbar
– Keine programmgesteuerte Erstellung von Angebotspositionen mit Produktbildern
– Produktkatalog nicht sauber per API abrufbar/zu verknüpfen
– Folge: Angebote ohne positionsgenaue Bilder, teils graue Platzhalter („grey image placeholder“)
Fehlende vollständige DE-Lokalisierung
– Feste Spaltenbezeichner wie „Quantity“/„Price“ in Angeboten und Systemoberflächen
– Nicht überall über Templates übersetzbar → Vertrauensverlust bei B2B- und Privatkunden
Instabiles Bild-Rendering via API
– Bildfelder in Vorlagen werden via API nicht zuverlässig gefüllt; Layout bricht oder zeigt…2 votes -
[Word Export] Quote builder shows hidden fields in Word export
Downloaded PDF version of PandaDoc matched what is in PandaDoc, however the word version included fields that were hidden in the quote tool and created a bunch of formatting issues
2 votes -
To support additional language, Hebrew
Currently the Hebrew language is not supported in PandaDoc. As this language is unavailable it has not been possible to implement PandaDOC fully in our region.
2 votes -
Automatically assign fields when signer is changed
Have the ability to assign the fields when the signer is changed. At the moment, when a document is in draft mode and the sender decides to change the signer (without Template Roles), the fields are changed to unassigned instead of assigning it to the new signer.
1 vote -
Greenhouse integration for Forms
Utilize Greenhouse integration in PandaDoc Forms too
2 votes -
insert PDFs at a specific location within a template—
To be able to insert PDFs at a specific location within a template.
1 vote -
Can we automate sending of the contract based on a Hubspot action or a Deal Stage change
Can we automate sending of the contract based on a Hubspot action or a Deal Stage change
1 vote -
Manage Approval Groups Centrally
Please make it possible to manage approval groups from a central location.
We have 50 templates that have the same approval group. If an approver needs to be added or removed, you need to enter each template, and amend individually the approver groups.
It would be ideal to be able to simply apply an approver group per template or folder of templates.
1 vote
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