7544 results found
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Mass create draft
Currently we can only mass send documents but it would be useful to mass create draft documents for our sales team to go through and send individually. Mass creating drafts and having them land in a folder which the salespeople can share out amongst themselves would be a great help to the way we do business.
2 votes -
Spacer component in template builder section
We currently don't have a spacer component available when building templates, making it difficult to space the forms.
Having to work around with text fields to create a blank space between questions and form fields isn't a good experience.
1 vote -
Have the option to to customize the repeat reminder for bulk send. For example, set it to 30 days .
To have the option to customize the repeat reminder for bulk send. Currently, it can only be set to every 3 days or every week. The customer would like to customize the number of days like for example to be able to set it to 30 days.
1 vote -
Option to Send Document via Link Instead of Defaulting to Sending via Email When Changing a Signer on a Sent Document
Currently, when changing a signer on a sent document and selecting Change and Send, PandaDoc automatically sends the document via email. It would be helpful to have an option to send the document via link instead.
2 votes -
registration for recipient verification
Be able to use registration as a method for recipient verification
1 vote -
Add page breaks between content blocks generated via Smart Content
Ability to insert page breaks in between content blocks populated through a Smart Content Block.
1 vote -
2 votes
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2 way sync: to to pass 2 product with the same SKU in Hubspot
2 way sync to to pass 2 product with the same SKU in Hubspot.
When two identical products (same SKU, name, and price) are added to the same quote section in PandaDoc CPQ, only one instance of the product is synced back to HubSpot. it would be great to have both line items to sync individually, as they appear separately in the PandaDoc quote builder.
2 votes -
Change the Due Soon Date on the Payments Tab
On the Payments Tab, I would like to change the "due soon" to reflect the next 28 days rather than the next 3 days. It would be great to be able to customize the due soon interval.
2 votes -
Prevent requestor self-approval when submitting forms/templates/documents
Currently, if a requestor is also listed as an approver, PandaDoc allows them to sign or approve a document at the time of submission. This behavior effectively bypasses the approval workflow.
This creates a security and compliance risk, since it allows someone to self-approve their own submissions. In regulated or audited environments, this violates separation of duties principles and undermines the integrity of approval processes.
1 vote -
When a custom property in a CRM changes automatically create a document
When a custom property in HubSpot is updated, automatically generate and send a document to the client. For example, if a customer chooses to pay via invoice and the payment method property in HubSpot is changed to ‘Invoice,’ the automation would create a credit application form and send it to the client automatically.
1 vote -
Option to attach PDF drawings and stp files
As a company that provides engineering proposals, we attach PDF drawings and .stp file (3d models)
suddenly pandadoc wont allow any file other than a pdf to be attached, we have tried zipping files, compressing.... etc but this feature seems to be removed.Please add back in any file type attachment.
1 vote -
HubSpot CPQ: Ability to add CLI
Have the ability to add Content Library Items in the HubSpot CPQ process. At the moment, it's not allowing us to add more pages or a CLI.
2 votes -
Option to manually change document status to sent
Option to manually change document status to sent
1 vote -
Too many clicks to content center & going backwards to a content center folder doesn't work anymore
The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.
So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN…
2 votes -
Ability to View Historical Credit Usage
It would be helpful to have a feature that allows users to see the historical usage of PandaDoc credits.
1 vote -
True alphabetical order that will be applied both to folders and documents.
If the sort order is set to alphabetical and a file is called "abstract" and a folder is called "business tools" and then a file is called "Clearance".. currently I'll get the folder with the letter "b" (business) first in the list even though a file clearly should be first since it starts with an "a" (abstract). This should not be. It should list them in true alphabetical order. Perhaps some people like the folder vs. true sort order method, but then give a toggle to turn it on and off
2 votes -
Change notification language depending on your role on the document
The language in the notifications a user receives is the same regardless of whether they are a signer or a cc'ed recipient. There is no call to action to sign the document, so they cannot tell if they need to take action or not. I'd like to have a signer receive a message to "please sign the document" or "your signature is required" or something, whereas a cc'ed recipient should receive a message like "you've been cc'ed on a document."
1 vote -
Option to Set Fields as “Required by Default” in the Embedded Editor
Ability to configure whether fields added in the embedded editor are required by default (or have an option to toggle this behavior).
2 votes -
Make "Shared with me" Documents searchable"
Make "Shared with me" Documents searchable"
0 votes
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