5388 results found
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Stripe "Include taxes on the remaining payment of the subscription"
Stripe tax settings are already perfectly configured as the customer already went through all those steps with their support.
The taxation works perfectly, and the proof of that is that taxes are applied correctly on all their other proposals in Pandadoc, except for the subscription ones. On the subscription ones, the taxes are applied successfully on the first payment, which also proves that taxes are applied correctly.
But then, the remaining payment of the subscription do not have any taxes.
2 votes -
AI Summary Email for all contacts signed
Please provide an AI-generated summary of the contact highlight terms, billing contact, and billing information. The start date should be sent automatically to set email address for internal uses only.
1 vote -
Atlantic Time zone
Adding an Atlantic Time Zone for users in Eastern Canada and Puerto Rico.
1 vote -
Pricing table row color
Allow users to select an individual row and apply a custom background fill color to that row only, directly from the row's context menu or right-click options — similar to how cell background color works in tools like Google Sheets or Microsoft Word tables.
2 votes -
View what documents were sent via bulk send
View what documents were sent via bulk send
2 votes -
Ability to remove Workspace Team/Type settings
Ability to remove or reset Workspace Team/Type or provide more flexibility to modify workspace structure as organizational needs change
2 votes -
Destination picker option during the making a copy of a template or document.
Feature Description: "Copy to Folder" Selector
Currently, when a user duplicates a template or document, the system automatically places the copy in the root (main) directory. This requires the user to leave their current view, locate the copy, and manually move it to the intended sub-folder.The Destination Picker eliminates these redundant steps by introducing a pop-up modal at the moment of duplication. This allows the user to specify exactly where the new file should live before it is even created.
1 vote -
Remove permission to Member role to Invite new users
Remove permission to Member role to Invite new users
2 votes -
Smart Form editor: place fields side by side instead of a list format
Currently, when creating a smart form, the fields appear in a list. We would like them to be able to be placed side-by-side.
2 votes -
Conditional logic for "Send another document" automation — trigger based on certain criteria
A user sends a proposal. If the sender belongs to the Enterprise team, a follow-up MNDA should automatically be created and sent to a third-party contact pulled from the CRM. If the sender belongs to SMB, no follow-up is needed.
3 votes -
Rearrange Fields in Contact Preset when using Smart Forms
rearrange fields in the contact preset when using Smart Forms. Example: force “State” to be above “Postal code” and “Country”
2 votes -
Multiple Form Owners in One Form
Allow the possibility for one form to have multiple owners
2 votes -
Assigning Fields to Internal Non-Signers
Problem Summary
Currently, PandaDoc assigns all fields to roles on the template. If a field is unassigned when you send the document, PandaDoc will auto-assign it to a signer, making it editable by the client recipient—even if you intended it to be internal-only and “read only” for external signers. There’s no intuitive way, in the UI or API, to assign a field to an internal/non-signer, fill it pre-send, and then have it locked for the client who is the only signer. This results in a loss of control and integrity for fields intended as internal-use or immutable after preparation.1 vote -
Automation to upload document to an MS Teams channel when status changed.
Once a document is executed/completed, have it uploaded to a Teams channel that can be defined within a template or at the time of creation.
2 votes -
Team dashboard navigation improvements
The new UI/UX experience is awful. I have to click so many times just to get to drafts for review. I recorded a Loom of my experience. Please make this better! This is NOT an improvement.
1 vote -
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
2 votes -
Table Editing Tools
After the new update, now when you are editing a table the tool bar is at the very top or bottom of the table rather than at the row you are working in. Which means when working with a long table you are now wasting time continuously scrolling to the top/bottom to add a row or delete a row etc.
1 vote -
Flatten the Certificate Signature
Flatten the certificate signature so there is no option to copy the signature from the certificate
1 vote -
Downloads: add recipient name to the document title
When multiple documents with the same title are downloaded in bulk (documents are bulk uploaded), PandaDoc automatically adds numbers to the file names, which makes it difficult to distinguish between them. It would be helpful to include the recipient’s name in the document title instead.
3 votes -
Bypass Inline Field function
Currently, holding the Shift key is the necessary method for placing a field in a specific location without disturbing the surrounding text.
Having a dedicated toggle to switch between inline fields and manual drag-and-drop would be a valuable addition to the editor.
2 votes
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