7359 results found
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Show past-due renewals in the “Upcoming Renewals” tab
Enhance the “Upcoming Renewals” tab to also include documents with past-due renewals - for example, those that were supposed to renew within the last 30 days but haven’t yet been processed. This could be presented as a “Past Due” section within the same view or as a toggle/filter option.
2 votes -
Reorder items within the room
Reorder items (documents, folders) within the room
2 votes -
Fillable Fields: Remove anchoring of fillable fields inside tables or streamline the process.
Right now, fillable fields anchor themselves to the dominant part of the table whenever you try to use enter or backspace to move the fields.
Remove the anchoring or improve the field behavior in regards to when using enter or backspace to move them around within the table.
2 votes -
Allow Document Sender Reassignment Without Resetting Signatures
When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.
2 votes -
The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
2 votes -
Filter documents based on Hubspot properties
I need to filter the documents by Hubspot properties
2 votes -
Document Counter in Document List/ Folders
Visibility on the number of documents shown in the document list and document folders.
2 votes -
Ability to sign pandadoc documents in microsoft word
Ability to sign PandaDoc documents in Microsoft Word
2 votes -
payments through embedded signing
Use the payment integration within the embedded iframe to collect payments.
2 votes -
Embed link to pandadoc so if you click the link it will not open a new window
Embed link to Pandadoc so if you click the link it will not open a new window
2 votes -
Add Native Lookup Relationship Between PandaDoc Document Object and Quote Object in Salesforce
Currently, the PandaDoc Document object in Salesforce has built-in lookup relationships with the following standard objects: Opportunity, Lead, Account, and Contact. When documents are generated from these objects, the relationship is automatically populated, allowing for seamless integration and reporting.
When a document is created from other Salesforce objects, such as Quote, the associated object ID is only stored in the Custom Object ID field, which is a text field. This prevents users from leveraging the Quote relationship in native Salesforce reports or automation tools, as no actual lookup relationship exists.
2 votes -
[Quote Builder] Add file upload field to quote builder
Some teams need to upload photos and documents during the quoting process—often while onsite with a customer. These files are essential to the internal workflow and must be captured before the customer-facing quote is generated.
2 votes -
[Notifications] Send completion alerts to internal stakeholders without giving document access
Some documents—like HR or legal paperwork—may contain sensitive information that shouldn’t be visible to all parties. This request is for a feature that allows users to configure "FYI-only" notifications upon document completion. These recipients would receive a notification that a document has been completed, but would not be granted access to the document contents or record.
2 votes -
Ability to move the position of the reference number
Ability to move the position of the reference number in the PDF of a completed document, for example, from bottom left to top right.
2 votes -
Drop down fields in Quote Rules
In customer case the fields for unit of measure and the campaign start date / campaign end date are drop-down fields in Hubspot but not in PandaDoc, which requires the Reps to manually type in the data, which could lead to errors and inaccuracy. They need Quote Rules in PandaDoc to have those fields as drop-downs to eliminate manual work and data accuracy.
2 votes -
PandaDoc verified badge
We want to be able to show our customers on the product pages on our websites that these clients have been "identity verified" with PandaDoc. Ability to use a "PandaDoc verified" badge on product pages on our websites.
2 votes -
Change recipient details on a completed document without editing the document
Update the recipients without editing the completed document
2 votes -
Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.
Hello, when I use the Calculate option when setting up a Payment One time amount equal to say 25% of the total of the Pricing Table, how can I get the paid amount and/or discount amount in webhook notifications?
Currently, when I get a webhook notification when the document changes to a document.paid status, the only amounts that show up are the totals of each pricing table separately and the total of all pricing tables, but no where do I see the paid amount or discount percentage.
Do you have any suggestions?2 votes -
Add Watermark Positioning Controls to PandaDoc
Currently, PandaDoc allows users to customize several watermark properties—such as font size, opacity, text, and color—which is incredibly helpful. However, there is no option to control the positioning of the watermark on the document. This limitation has led to numerous customer complaints, particularly when the watermark obscures critical content like signatures, pricing tables, or legal clauses.
We propose adding a simple yet powerful enhancement: the ability to choose watermark positioning. Even a basic set of options—such as top, bottom, or diagonal—would provide users with the flexibility to ensure watermarks do not interfere with document readability or layout.
Why this matters:
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2 votes -
Add multiplier on Pricing table footer
I want the subtotal to be multiplied by 12
2 votes
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