2898 results found
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Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
2 votes -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
3 votes -
Duplicate Field to all pages
Have the ability to duplicate fields to all pages in the document
2 votes -
Ability to link a document to a Pipedrive deal via PandaDoc ipad application.
Sales reps need to be able to open a new document via a template in the field and link the document to an existing Pipedrive deal using the iPad app
1 vote -
UKG Integration
Integrate with UKG.com
3 votes -
Edit Contact Info of a User in the Workspace
There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.
2 votes -
Add on Services
I think it would be great for the "Product bundle" to be optional. like we can set it up on the back end but it may not apply for everyone I am trying to sell. So if would be able to be toggled on and off
1 vote -
Automatically Send PDF Copy to Approvers After Internal Document Approval
Currently, a PDF copy of a document is only generated after full completion by all parties. It would be great to enable PDF generation after a document is approved by an internal approver.
2 votes -
Apply white label for collaborator notification
Apply white label for collaborator notification
2 votes -
filter webhook history in the PandaDoc Developer Center using a custom date range
It would be great to have the ability to filter webhook history in the PandaDoc Developer Center using a custom date range, in addition to the existing preset options. This feature would make it easier to review and analyze webhook events for specific periods.
1 vote -
Remove CC recipient from Expired document
Ability to remove a CC recipient from an Expired document
2 votes -
Remove Option to Turn Off Identity Verification
Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.
2 votes -
Printable Detailed Audit Log of Document History
Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.
3 votes -
Pass rich text formatting from custom CRM to PandaDoc
Text formatting such as bold, bullet points, and brackets from custom CRM (Airtable) does not translate correctly into PandaDoc documents during automation, causing unprofessional appearance.
2 votes -
Public API Endpoint to enable/activate Stripe payments
Request to have a public API endpoint to enable Stripe payments without manually doing it in the UI.
2 votes -
Automatically Delete Recipients when Removing All Fields in a Document
Currently, when the final field assigned to a recipient is deleted, the system automatically moves that user to the CC list. It would be good to have an option to automatically delete the recipient upon removing their last field in a document.
2 votes -
Upload multiple files at once when adding content to a document
In the same way that selecting multiple files to upload while creating a new document is allowed, allow multiple files to be added at once to an existing document. Within a document, clicking Add Content > Upload File allows you to choose only one file to upload at a time.
3 votes -
API Key deactivation prompt when a user is removed (API Key user-generated)
A notification or prompt that the APIK key needs to be reset if the user who generated is removed.
1 vote -
Multi-Role Assignment for Single IdP Groups in SSO Mapping
Because we have setup custom roles for each workspace (which works well so far) I have already seen there is no way to assign via the mapping rules a new user to multiple workspaces with different roles for each
I can see that for a group name you can choose multiple workspaces to assign but they all need to apply the same role
If I try to add more than one rule for the same group name with a different workspace/role then PandaDoc says group name already listed and cant save
Not the end of the world but means if…2 votes -
SSO: Allow a single idP group to be mapped to multiple workspaces with different roles
Allow a single identity provider (IdP) group to be mapped to multiple PandaDoc workspaces with different roles during SSO provisioning. Currently, a group can only appear once in the mapping table and all assigned workspaces must use the same role. Enabling more flexible mapping logic would help organizations with multiple teams and workspaces automate provisioning more effectively.
2 votes
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