5967 results found

1. Conditional approval based on HubSpot field

   Conditional approval based on a HubSpot field.
   Approval goes to a certain person if the ARR of the associated deal is over a certain amount, and does not go to that person if it is under a certain amount.

   3 votes

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   1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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2. Change the Pandadoc contract status to "declined" when the HubSpot deal stage is equal to "closed lost"

   If a deal is lost, I would like the related contract in Pandadoc to be updated automatically from "Sent" or "Viewed" to "Declined" when the HubSpot Deal Stage is moved to "Closed Lost". This would help us organize our contracts - without this automation we have to manually set the status when we lose a deal, making it more time consuming. If these were automatically set to "Declined" we could also automatically send them into a "Lost" folder for analysis to learn what went wrong with these proposals. The automations offered need to go both ways, not just Pandadoc --> another system.

   If a deal is lost, I would like the related contract in Pandadoc to be updated automatically from "Sent" or "Viewed" to "Declined" when the HubSpot Deal Stage is moved to "Closed Lost". This would help us organize our contracts - without this automation we have to manually set the status when we lose a deal, making it more time consuming. If these were automatically set to "Declined" we could also automatically send them into a "Lost" folder for analysis to learn what went wrong with these proposals. The automations offered need to go both ways, not just Pandadoc -->… more

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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3. Map Standard Quickbooks fields

   Map Standard Quickbooks fields:
   Description
   • Service Date
   • Product Name
   • Amount
   • Note to Customer
   • Internal Memo

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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4. Installment: Allow custom percentage or percentage with decimal

   Right now, when setting up installment schedule, you can only set whole number percentages. Allow custom percentage or percentage with decimal like %5.2

   2 votes

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   0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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5. Custom Hyperlink colors in the Quote Builder

   Allow folks to choose what colour hyperlinks are.

   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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6. Allow uploaded .DOCX files to be editable using https://www.npmjs.com/package/pandadoc-editor

   It's currently not possible to make uploaded .docx file editable using the PandaDoc Editor NPM Library: https://www.npmjs.com/package/pandadoc-editor
   We would like it to work the same way as within the native PandaDoc application.
   we should be able to make .docx files editable using this NPM Library

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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7. On the document viewer page add a link to force out a reminder email.

   On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
   On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Updating Catalog from Proposal

   I have an entertainment company in Las Vegas. I use PandaDocs to send out proposals to my clients. I utilize the catalog feature to organize the various talent, acts, and activations we offer to our clients. I’d like to suggest a few changes to the platform that would enhance my process and make it more efficient and user-friendly.

   1. When I add an item from the catalog to a proposal, I often find that the item requires updates. It would be beneficial if I could update the item directly in the proposal and then sync the update back to the catalog. This way, the proposal would be updated, and the catalog would be updated as well if I choose to do so.

   2. I would also like the ability to add images to the proposal in the Catalog fields. For instance, if a client wants a model for an upcoming event with a 1920s theme, I would like to add an image of the model in a 1920s dress to the proposal without altering the actual catalog entry.

   These are my suggestions. I believe implementing these changes would significantly simplify my use of your software and streamline my proposal process.

   I have an entertainment company in Las Vegas. I use PandaDocs to send out proposals to my clients. I utilize the catalog feature to organize the various talent, acts, and activations we offer to our clients. I’d like to suggest a few changes to the platform that would enhance my process and make it more efficient and user-friendly.

   1. When I add an item from the catalog to a proposal, I often find that the item requires updates. It would be beneficial if I could update the item directly in the proposal and then sync the update back to the catalog.… more

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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9. Reporting: Custom date ranges that go to a future end date

   Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Populate the product description from Pipedrive from Products -> Variation -> Comment

    Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder

    I would like to know if billing start date will eventually be available in the quote builder.

    3 votes

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    1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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12. Get a pop-up notification from the app when one of your clients signs a contract

    Get a pop-up notification from the app when one of your clients signs a contract

    2 votes

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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13. Allow sorting of folders and documents within folders A-Z

    Be able to sort folders and documents within folders A-Z. Like Windows Explorer. When you get a long list of customer project, it becomes cumbersome and inefficient to find what you need. Should be able to click in the column header to sort, Best would be to have both the folder/document title, date created. So people can readily find either by name or by newest or oldest. Very surprised PandaDoc does not have this, it's such standard software functionality. Feels like some program barely out of it's first beta, to be honest.

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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14. Ability to configure conditional content directly via the embedded API.

    Support for configuring conditional smart content content blocks directly via the embedded API.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Custom Role - ability to enable or disable permission to share via link

    Add a permission to custom roles that allows the option to enable or disable the document sharing via link feature.

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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16. BRING BACK TRANSFER DATA!!!

    I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.

    I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes. This is really an unacceptable user experience. Get your ducks in a row before you start eliminating features.

    I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.

    I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes.… more

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. pass custom parameters to the redirect url

    Today, the Redirect URL after completion setting appears to be static. It would be extremely valuable if this redirect could be dynamically customized per document/session via integrations (e.g., Make / Zapier) or via variables, so customers can redirect signers to different landing pages and pass custom query parameters.

    Why this matters (use case):

    We run multiple campaigns and need to send signers to different LPs depending on:

    document template / campaign

    recipient / segment

    region / language

    deal owner / pipeline stage

    We also want to pass tracking parameters such as:

    utmsource, utmcampaign, utm_content

    internal IDs like docid, recipientid, deal_id

    This would unlock cleaner attribution and better post-sign flows (e.g., showing different onboarding steps).

    Proposed solution:
    Enable the redirect URL to be set programmatically (API + Make/Zapier) and/or with merge fields / variables, for example:

    https://example.com/thank-you?doc={{document.id}}&email={{recipient.email}}&campaign={{custom.campaign}}

    Acceptance criteria:

    Redirect URL can be set/overwritten when creating a document from a template (API / integration step).

    Redirect URL supports variables/merge fields and/or payload-based parameters.

    Redirect URL can be different per recipient (optional but ideal).

    Secure handling of parameters (e.g., allowlist / encoding) to avoid injection issues.

    Works for completed signing events consistently (web + mobile).

    Expected impact:

    Better conversion tracking and attribution

    More flexible campaign routing

    Stronger automation use cases with Make/Zapier

    Today, the Redirect URL after completion setting appears to be static. It would be extremely valuable if this redirect could be dynamically customized per document/session via integrations (e.g., Make / Zapier) or via variables, so customers can redirect signers to different landing pages and pass custom query parameters.

    Why this matters (use case):

    We run multiple campaigns and need to send signers to different LPs depending on:

    document template / campaign

    recipient / segment

    region / language

    deal owner / pipeline stage

    We also want to pass tracking parameters such as:

    utmsource, utmcampaign, utm_content

    internal IDs like doc… more

    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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18. HubSpot Automation: sync cost values

    Sync the following values from CPQ to HubSpot:
    Total One time Costs
    Total monthly costs
    total quarterly costs
    total yearly costs

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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19. Age Verification

    Alongside the current identity document verification, PandaDoc should also offer an optional Age Verification / Legal Age Check.

    Why this is needed

    In many use cases, it is not sufficient to verify only the authenticity of an ID document. We also need to confirm that the person is of legal age (18+), or in some cases meets the country-specific age requirement (e.g. 18, 21, etc.).

    Expected functionality

    Verify the ID document as usual (existing feature)

    Extract date of birth from the document

    Automatically validate whether the person meets the legal age threshold

    Ideally, allow country-specific age rules depending on the user’s location or selected jurisdiction

    Return a clear result such as:

    ✅ Age verified (legal age reached)

    ❌ Age not verified (underage)

    ⚠️ Age verification failed / data unreadable

    Benefits

    Helps customers meet legal and compliance requirements

    Reduces manual checks and risk of human error

    Enables use cases in regulated industries (adult content, alcohol, gambling, financial services, etc.)

    We believe this would significantly enhance PandaDoc’s verification capabilities and make the ID verification product more valuable for compliance-driven workflows.

    Thanks for considering this request!

    Alongside the current identity document verification, PandaDoc should also offer an optional Age Verification / Legal Age Check.

    Why this is needed

    In many use cases, it is not sufficient to verify only the authenticity of an ID document. We also need to confirm that the person is of legal age (18+), or in some cases meets the country-specific age requirement (e.g. 18, 21, etc.).

    Expected functionality

    Verify the ID document as usual (existing feature)

    Extract date of birth from the document

    Automatically validate whether the person meets the legal age threshold

    Ideally, allow country-specific age rules depending on the… more

    1 vote

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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20. Add AI Chatbot to the PandaDoc app for Mobile

    Make AI Chatbot available for the PandaDoc app for Mobile.

    2 votes

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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