7298 results found
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Option to set up a deposit and a monthly subscription option
We would like the deposit to be charged at signing and then the recurring payments start 15 days later
1 vote -
1 vote
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Warning when publishing changes to all content using a theme
I would like there to be a red flag warning "Are you sure?" when making changes to a theme and publishing it to "all content that uses that theme". This additional step would make sure that the user knows this doesn't affect just this template, but would affect ALL templates and content library items that currently use this theme.
Also, the word "Publish" for saving the change is counterintuitive. Many platforms use this same word to "save" changes or make changes take effect, even for an individual document or template.
The prompt asking if we should apply it to other…
1 vote -
Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
2 votes -
automatically retrieve the link without having to manually select to generate the document link
Option to automatically retrieve the link without having to manually select to generate the document link
2 votes -
2 votes
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Support Formatted Currency Output for Custom and Calculated Fields in HubSpot
Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
value (e.g., 1000)
formatted (e.g., $1,000.00)This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.
2 votes -
design template details API to expose conditional smart content rules or logic
Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?
2 votes -
the ability to change the "Creator" field that says PandaDoc.com in the metadata of the downloaded PDF
when checking the metadata in the PDF it shows that it was created by PandaDoc and we need to see if it's possible to get that changed. If you could please raise a formal feature request on our behalf that would be appreciated. Having to use a 3rd party program to remove pandadoc branding from the metadata is frustrating.
"Creator: PandaDoc.com (https://www.pandadoc.com
Producer: PDF4U
CreationDate: Wed Jun 4 16:18:18 2025 UTC2 votes -
Automate "Return to Object" button in SFDC
Step 1 : Create the document
Step 2 : document loaded
Step 3: user needs Manually click on of “Return to Object” button.
We wanted to automated the manual click of of “Return to Object” button. Hope this make sense.1 vote -
The Radio button should have an option to allow multiple selection.
The Radio button should have an option to allow multiple selection.
1 vote -
Monday.com variable refresh
Ability to REFRESH variables synced to Monday.com. If Monday.com records change, I should be able to REFRESH the variables in PandaDoc to update them. It seems this feature exists for the other major CRM integrations.
1 vote -
Use Recipient groups in MS Dynamics
Use Recipient groups in MS Dynamics
2 votes -
Authorize.net sandbox for testing purposes
https://logintest.authorize.net/?cobrand=anet
I want to connect the authorize.net with the above link
1 vote -
Update List Price column in SFDC
Update the List price column via 2-way sync in SFDC
1 vote -
Tag fields for Templates from PDFs via API
We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.
2 votes -
[Word Import] Keep basic numbered and bullet lists from MS Word documents
Improve the document import process to ensure that when documents are uploaded to PandaDoc, numbered/bullet lists reflect the original structure.
The numbered lists sometimes become bullet lists after import, or vice versa. For example:
1. a
2. a
become
•
•
Additionally, when there are nested lists, only the 1st level list is kept after import; other levels are lost.13 votes -
Disable the share via a link feature for the specific document
Disable the share via a link feature for the specific document
2 votes -
PandaDoc API: Ability to create catalog categories from api
Ability to create catalog categories from api.
Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
Would love to do this via api :)1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Option to have 2 payment otion for 1 document using 2 different pricing table
Option to have 2 payment otion for 1 document using 2 different pricing table
2 votes
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