7469 results found
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Change the color of Multiple Checkboxes Filled Field at once
Currently, it’s only possible to change the color of a filled checkbox when selecting each checkbox individually. It would be very helpful to have the option to update the color of multiple filled checkbox fields at once.
1 vote -
Display Clear Message for Bulk Send Restriction in First 14 Days
New customers on Annual Business or Enterprise plans cannot use Bulk Send for the first 14 days after account creation. Currently, attempting to use Bulk Send shows a vague error message (“An error has occurred”), causing confusion.
Show a clear, user-friendly message indicating that Bulk Send will be available after 14 days, optionally including the exact availability date and a link to relevant documentation.
This improves onboarding experience, reduces customer frustration, and decreases support tickets related to Bulk Send.
1 vote -
Access to the Learning center with the EU account
Option to log in to the Learning Center if you have a PandaDoc EU instance (pandadoc.eu) account.
1 vote -
Ability to select the placement of the logo on the completed document notification.
The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?
2 votes -
3 votes
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2 votes
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Be able to export document metadata to PDF
It is possible to add document metadata via API. Some metadata is also added when a document is created via an integration. This metadata is not included in the exported PDF. The feature request is to be able to include this metadata in the exported PDF.
2 votes -
Make SMS verification be a mandatory setting that staff cannot forget to do – and this is important to show we are complying with our
Make the verification be a mandatory setting so that the staff or document creator can't overlook it.
1 vote -
Apply one time zone to all workspaces at once.
PandaDoc doesn’t offer a way to change time zones programmatically or in bulk across all workspaces. Each workspace’s time zone still needs to be set manually under Settings. Requesting a feature that would allow to apply one time zone to all workspaces at once which would be especially helpful for organizations managing several workspaces.
1 vote -
Refresh feature to populate role variables of recipients after document was created
When a document is created without a recipient assigned to a role, the role variables remain empty. However, if a recipient is added later, they are not auto-filled with the information connected to that recipient.
2 votes -
Webhooks: The ability to see who are the collaborators on a document or a webhook kick off when someone is added as one
"Is there is way to see who is collaborator on a document or a webhook kick off when someone is added as one? The update document trigger event does not seem to notice when a collaborator is added to a document. "
1 vote -
Conditional Logic Between Fields and Pricing Tables
Option to trigger a 15% price discount in the pricing table if a recipient selects a certain option in the drop-down field.
2 votes -
Support for 3-Object Token Merges and Custom Object Sync in HubSpot
We use HubSpot Enterprise and have a custom object called “Suites” that’s linked to Contacts (tenants) and Companies (properties).
We need PandaDoc to pull data (tokens) from all three objects when creating documents — Contact, Company, and Suite — but right now it only supports two.
Can you please request or enable:
The ability to pull tokens from three associated HubSpot objects, and
Support for syncing and using tokens from custom objects like our “Suites” object?
This would help us generate complete lease documents directly from HubSpot.
Thank you!
1 vote -
Have the option to remove the document from the finalized view if this was saved to a folder
Have the option to remove the document from the finalized view if this was saved to a folder
2 votes -
Have a Finalized option after resolving all the suggestions
Have a finalized option after resolving all the suggestions
2 votes -
Language Localizaion for API Embedded Editor.
It would be helpful to have language localization options in the PandaDoc embedded editor for document creation and template editing. Right now, it is only supported for recipient-facing signing experiences.
2 votes -
1 vote
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1 vote
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Home: show just the completed status on the finalized view, and will not show signed
To show just the completed status on the finalized view, and will not show signed
3 votes -
Improvements to help manage approval workflows that contain invalid or removed users.
The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.
Some enhancements to improve this process would be:
Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.
Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.
Prompting the user that the approval workflow cannot be activated because it contains…
2 votes
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