2995 results found
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Allow users to configure the "next" button on the template level for signers via API
We often have issues where clients send a document to someone to sign and a number of non-required fields are missed. When the signers use the "next" button, it jumps from one required field to the next, meaning intermediate non-required, but important fields are missed.
1 vote -
New Editor: Restore recently used hex color swatch persistence for individual table cell editing
In the classic editor, recently used hex color codes were saved as persistent swatches within a document, allowing users to quickly reuse custom colors when editing individual table cells without having to retype the hex code each time. Since the rollout of the new editor experience (Project Delta), this behavior no longer persists. Users who apply custom hex colors to individual cells are required to manually retype the hex code every time, significantly disrupting their editing workflow. Please consider restoring this color swatch persistence in the new editor.
1 vote -
Collect Form Data
Ability to use an existing form on the Collect Form Data in Workflows.
1 vote -
Bank Transfer as a Payment Method via Stripe in PandaDoc
We would like to offer bank transfer as a payment method using Stripe as the payment gateway. A workaround where customers transfer funds directly to our account isn't very practical because we can't automate the process that way. Please make bank transfer available (alongside SEPA and credit card).
1 vote -
Native Support for Salesforce Product Groups in PandaDoc Documents
Summary:
When using PandaDoc's Salesforce integration, customers are unable to carry over native Salesforce product Groups into their PandaDoc documents. Groups exist at the Salesforce UI level but there is currently no mechanism to pass them through to PandaDoc automatically.Desired Behavior:
When a document is generated from a Salesforce Opportunity, PandaDoc should automatically recognize and reflect the product Group structure. organizing line items into their respective groups as sections within the document.1 vote -
Add an attribute to a href on career page
For instance takie this position applicaation https://www.pandadoc.com/careers/principal-product-manager-document-domain-eu/#main-content.
When user is finished with the application flow they see the block with info containing linktr.ee link that doesn't work properly everywhere as it is embedded.
I suggest changing the link to <a href="https://linktr.ee/pandadoc_recruitment" target="_blank">here</a> so it would open in the new tab.
1 vote -
Apply automation to a Workspace
Need the ability to set up an automation for a workspace. For instance, any completed document is directed to a workspace cloud location like BOX for archiving. Currently have to remember to set up automation for each template or document which can lead to missed archiving.
1 vote -
SMS verification should be Part 11 workspace default setting
For 21 CFR Part 11 workspace the Identity Verification should default to SMS setting for any signer added to a document or template AND the contact's phone number should auto populate.
1 vote -
Auto populate SMS phone numbers from domain / workspace user contact information
Extremely annoying for originator to have to enter signer phone number each time for SMS verification. Team members in the domain / workspace should have phone numbers auto populate in SMS field in when setting up templates and documents.
1 vote -
Auto Detect and Placement of Variables
When uploading a Word document that already contains variables written in brackets (e.g., [Client.Name], [Company]), PandaDoc does not recognize them. They come in as plain text and each variable has to be manually recreated inside the editor one by one.
Auto-placement already works for fillable fields on DOCX import, so the expectation is that variables would behave the same way. For templates with a large number of variables, having to rebuild them manually after every upload adds significant time and friction to the workflow.
Requested behavior:
PandaDoc should automatically detect bracket-style placeholders on DOCX import and register them as variables…1 vote -
Filter organization-wide document list by recipient email
Currently, the Document Efficiency report under Reports provides an organization-wide view of documents, but recipient email is not available as a filter. The only workaround is to export the full data CSV and manually filter the "document recipient" column outside of PandaDoc.
What we're asking for: Add recipient email as a filterable field in the Document Efficiency report (or equivalent org-wide document view), so admins can quickly pull all documents sent to or received by a specific recipient without needing to export and process data externally.
Use case: Admins need to audit all documents associated with a specific contact —…
1 vote -
expiration reminder
Looking for an automation triggered three days prior to proposal expiration, which sends a reminder email with original proposal for review.
1 vote -
Proposal expiration reminder automation
Looking for an automation triggered three days prior to proposal expiration, which sends a reminder email with original proposal for review.
1 vote -
Option to Enable Dark mode
Would like to have the option to enable this when navigating document lists, statuses, etc. (outside of Editor)
1 vote -
Fix field-tags docs: examples show square brackets, but only curly braces parse
The docs page https://developers.pandadoc.com/docs/field-tags shows square-bracket
examples like [textfield:user:name], but the API only recognizes curly-brace
tags ({textfield:user:name}). Support chat confirmed curly is the correct
syntax. Two asks:- Update every example on that page to curly braces.
- Make unparseable/bracket-style tags return a validation warning instead of a silent no-op — today the doc uploads fine with zero fields and recipients silently degrade from signer to CC, which you don't notice until someone can't sign.
1 vote -
MondayCRM
- Change MondayCRM task's column status when document is sent
- Change MondayCRM task's column status when document is completed
- Attach PDF to MondayCRM task when document is completed
1 vote -
Workspace-level automatic CC recipients for document notifications
Ability to set specific email addresses at the workspace level that automatically receive document sent and completed notifications without appearing as CC recipients on the document itself. Right now the only way to notify additional people is by adding them as visible CC recipients per document or template, which adds extra steps and shows those addresses to our clients. We need a way to have internal stakeholders notified silently in the background, without affecting the recipient experience on the client's end.
1 vote -
Turn off field auto-snap permanently
Turn off field auto-snap permanently
1 vote -
Global setting to assign a CC recipient to all signed documents. (Workaround posted in comments)
Have the option to put a global setting for documents to have a default CC recipient. Or have the option to have a user be notified of documents that are signed even if they are not a recipient or CCd to the document.
1 vote -
Pin/Split-View for Document Arrangement & Signature Boxes
The UI uses tabs for "Document arrangement" (left) and "Signature boxes" (right). When you click one tab, the other disappears, forcing constant toggling.
Request: Add a "pin" button that allows both tabs to be visible side-by-side simultaneously (split-view).
1 vote
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