7615 results found

1. Document Sequence variable
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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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:

   Use the sequence variable to populate the sequence number

2. Use customer name and address and not billing email in Quickbook Payments
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   Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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3. Approve document in mobile app - Editor 2
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   Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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4. Tag several documents at once
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Adding tag qualifies as document modification

   When tag is applied the date modified time stamp should update. This would allow for better reporting.

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. default option to make items optional or qty editable in the pricing table
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   Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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7. EV2. Border and footer header on all sides
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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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8. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. customize triggers for Zapier setup
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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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10. Adding different prices for one item in catalog
    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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11. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Export recipients' data of the docs in a specific status
    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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13. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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14. Ability for SSO group-based provisioning to also apply to existing users on future logins

    Currently, SSO group-based provisioning in PandaDoc only applies during the initial user creation at first login and does not update group assignments on subsequent logins for existing users. We would like to request the ability for SSO group-based provisioning to also apply to existing users on future logins, so that group membership and related access can be dynamically updated based on IdP group changes.

    This enhancement would ensure that user access remains aligned with identity provider group assignments over time, reduce manual administrative updates, and improve overall access management accuracy and security.

    3 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
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15. Support IdP Group Sync & Group-Based Workspace Assignment via SCIM

    Enable SCIM group object provisioning and support dynamic workspace, role, and license assignment in PandaDoc based on IdP group membership (Okta, Entra, or other SAML/SCIM providers).

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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16. Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder/ Pricing Table

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

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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17. 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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18. 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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19. Ability to customize the order of the variables on the variables tab (more than by category and document folder)

    Ability to customize the order of the variables on the variables tab. Currently, you can only do this by category and document folder. Would like the ability to organize them however we want.

    3 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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20. Change logo shown on desktop tab to match branding setting logo

    Change the logo shown on the desktop tab to match the branding setting logo. Currently, it shows the PandaDoc logo

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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