2995 results found
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Support phone-only recipients for embedded signing session endpoint
The ability to use a phone number (E.164 format) in place of an email address in the recipient field of the POST /documents/{id}/session endpoint.
Currently, the endpoint only accepts an email address.
For cases where recipients have no email address on file and the app handles the signing experience directly.
2 votes -
Change Signature Opacity and more customizations.
Drawn signatures appear too light/gray on iPad during embedded signing — please allow opacity/pen thickness adjustment.
Please add the ability to adjust the darkness/opacity (or ideally offer a black, solid-stroke option) for drawn signatures in embedded signing — either as a workspace setting, a document-level configuration, or an API parameter in the signing session configuration. This would significantly improve the signing experience for iPad users and ensure consistent, professional-looking signatures across all devices.
2 votes -
Display which Approver the document is waiting on in the "Waiting Approval" stage - Home/Document summary screen
On the Home screen or Document summary screen, it displays "Waiting Approval" - I want to see which approver it is waiting on.
We have 3-4 approvers to ensure quotes are going out correctly, and for auditing purposes. Seeing this would be especially helpful for the approvers to quickly scan which documents need THEIR approval. It's also helpful for our sales reps to see who is holding up the process for an internal nudge, and admin if one of the approvers is OOO.
Possible Solution: Add a column to the either (or both) screens: "waiting on" with approver's name.
1 vote -
Custom Product Image through API
We have a Shopify website that allows customers to upload a reference image showing how they would like their product to be customized.
As the contract is generated automatically through the API without any manual intervention, we would like this uploaded reference image to be displayed in the pricing table. Including the image would provide clear visual context for the customized product and help avoid any ambiguity.
In scenarios where a customer uploads a reference image, our system creates a custom product via the API. However, we are currently facing a limitation in assigning the uploaded image to the custom…
1 vote -
Match display of the contract term between HubSpot and PandaDoc
The data does not seem to line up correctly e.g. the contract term variable is 36 months in Hubspot, but in Pandadoc it automatically pulls in 3 years. We want to make sure the terminology is consistent across our documents.
2 votes -
Claude.ai PandaDoc connector
Allow managing two or more active workspaces via the Claude.ai PandaDoc connector simultaneously.
2 votes -
Document view notifications that can be set based on document status (incomplete vs. complete)
I want to be notified every time a document is viewed before it is complete. I do not want to be notified every time after it is complete. Being able to set the notification preferences on incomplete vs. complete documents would be helpful.
1 vote -
Optional line items in pricing table should not display price/quantity when unselected
When a line item is marked as optional in the pricing table, it currently displays the full price and quantity even when unselected by the recipient. The only visual indicators that the item is not included are the greyed-out styling and an unchecked checkbox. In formal contract and proposal contexts, this creates a risk of misinterpretation, as recipients may read the visible price as part of the agreed total.
The request is to provide an option for document creators to hide or zero out the price and quantity on unselected optional items, or to display a clearer visual distinction (such…2 votes -
[Fillable Fields - Dropdown] Ability to add an option to a specific position in the list (i.e. Add below ) instead of at the bottom
Ability to add a dropdown option directly to a specific position (i.e. Add below an existing option) instead of at the bottom by default. Each existing item should have the option to add another item below it, instead of just the remove option.
2 votes -
Move the "Ask AI" button from the bottom right corner to another location on the screen.
The current location of the new "Ask AI" button is currently locked to the bottom right corner of the screen. It covers the down arrow on lists and makes it difficult for me to scroll down a list slowly. While I do like the new "Ask AI" feature, it would be better in a different location on the screen, perhaps on the bottom left instead.
1 vote -
Native integrations with property measurement, satellite takeoff, or pavement estimating software similar to tools like Go iLawn or Attentiv
Native integrations with property measurement, satellite takeoff, or pavement estimating software similar to tools like Go iLawn or Attentiv
2 votes -
bedragen gescheiden
Ik maak vaak offertes met bedragen die eenmalig zijn en die maandelijks zijn. In mijn overzichten (homepage documenten & rapportages), worden deze bedragen zo bij elkaar opgeteld, maar ik zou liever zien dat dat gescheiden is, dus bijvoorbeeld €1000,- eenmalig en €150,- maandelijks.
Op die manier kan ik beter mijn rapportages inzien en daar ook acties aan hangen.1 vote -
View which workspace has used the most credits (each type)
No ability to currently see how many credits are used in each workspace
2 votes -
Support Salesforce Line Item Groups in PandaDoc Integration
Add support for Salesforce's Groups functionality within the PandaDoc Salesforce integration, allowing grouped line items in Salesforce to be imported into PandaDoc while preserving their group structure.
2 votes -
Smart Content Block is Totally Delete-able
How come we can block editing/removal of content blocks but not smart content? I want people to NOT be able to delete a smart content block - forcing them to choose from the preselected content library options. Currently, someone can delete the entire smart content block.
1 vote -
Format and customize PDF file name
Sent and Completed Document Date in the PDF file name in Salesforce
Currently this is appended as "... sent DD/MM/YYY" or "... completed DD/MM/YYY"
This is great in principle, however the "/" symbol in the date is causing issues for us downstream in operations. Can those be changed to either a "-" or "."2 votes -
CSV Export of Content Library Usage Analytics Report
Ability to download Content Library Usage Analytics Report in CSV format.
2 votes -
visible (printable) borders for fillable field
Our customers often print out a document before signing, for offline study. On paper, there is no clue that there are checkboxes or radio buttons for our options. Having a box there (checked or not) where the border of the field should be, like on the screen, would make the structure of the document easier to grasp.
1 vote -
Independent decimal precision control for tax percentage display in Quote Builder
Currently, the tax rate display precision in Quote Builder is tied to the global currency decimal places setting, causing rates like 8.875% to be rounded to 8.88% with no independent control for percentage fields.
Users need the ability to set decimal precision for tax percentage display independently of currency formatting.
1 vote -
Option to have line items show as n/a in the Pricing table
Having $0.00 line items show as n/a in the Pricing table would be a great addition. It would allow for more flexibility for our company while creating proposals using the Data pulled from our CRM.
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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