7617 results found
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[Word Export] Support numbered lists in DocX export
Support numbered lists in DocX export
3 votes -
Set specific time for auto reminder
Ability to set a specific time for auto reminder what we only have is days
3 votes -
HubSpot product catalog has different currencies
HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD
3 votes -
AI to Suggest Content Library Items based Template selected
AI that helps suggest which Content from the CLI to use based on existing Templates/Documents
3 votes -
Add headers in certain pages
is there a way to have headers on only certian pages
3 votes -
[Missing Integration] Native integration with Attio CRM
Attio is a next-generation CRM (Customer Relationship Management) platform designed for modern, fast-moving teams. Unlike traditional CRMs, it’s highly customizable, collaborative, and built to feel more like a spreadsheet meets a relational database, but with powerful CRM logic baked in.
3 votes -
automation improvement change draft status to sent
automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent
3 votes -
[Integrations][Salesforce][SFDC] 2-way sync for Quote object
The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.
3 votes -
Remove arrow image in forward button from email notifications
Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box
3 votes -
3 votes
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Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
3 votes -
Configure the PandaDoc integration in Zendesk to only show on user pages.
Configure the PandaDoc integration in Zendesk to show only on user pages, not on ticket pages.
• The current integration is designed to be available on both Ticket and User pages in Zendesk Support.3 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
3 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?
3 votes -
Vanta integration
DocuSign has a native integration with Vanta, offering:
Automated compliance tracking: Vanta automatically tracks signed security documents (e.g., Acceptable Use Policies, NDAs, security training acknowledgments).
Real-time syncing: Signed documents in DocuSign are mirrored in Vanta, meaning compliance status updates instantly.
Audit readiness: Vanta uses DocuSign as a source of truth for signatures, simplifying SOC 2, ISO 27001, etc.
❌ PandaDoc does not have a native Vanta integration which hopefully can be available
3 votes -
hide documents with a certain tag
a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".
3 votes -
Filter Zapier generated documents
Ability to filter Zapier generated documents
3 votes -
Actions Required: Be more specific with the status
Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".
3 votes -
Quote Builder: To calculate Subtotal before each products' taxes and other discounts.
At the moment, the Quote Builder's "Section Subtotal" includes the line item's taxes in the calculation. The customer wants a subtotal that only includes the sum of the products' prices. Some of the products have different taxes each, so it's not possible to add them to the "Tax" tab below the Subtotal.
3 votes -
Link Signature fields
Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?
3 votes
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