7629 results found
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Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
resize textfield to make smaller in ev2
resize textfield to make smaller in ev2
3 votes -
3 votes
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3 votes
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 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.
2 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.
2 votes -
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 -
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 mappin
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 -
Quote Builder HIDE add on Feature
Hoping to have this feature on quote builder "to auto-hide the section when there are no products in it"
2 votes -
Extend the “Template Updated” webhook trigger to cover updates to templates fields
At the moment, the "Template updated" webhook trigger includes the following events:
Changes to template name
Changes to template roles
Addition of a sectionThe feature request is to extend the “Template Updated” webhook trigger scope to cover updates to templates fields (or possibly introduce a separate trigger "Template updates (fields)".
2 votes -
Per-Page Signed Indicator on Completed Documents
When a document is fully signed/completed, automatically apply a visible mark or stamp on every page (e.g., "Signed" or "Completed"). This gives viewers, recipients a clear, at-a-glance confirmation that the entire document is executed, regardless of which page they're viewing.
2 votes -
Hide section of the completed document
Ability to hide certain pages from specific recipients when the completed file is downloaded.
2 votes -
Ability to add a Clipping Mask on top of an Image (block).
The Clipping Mask, uses a vector shape, and is placed on top of a image, to crop or mask the image, and the visual output will be whatever the vector shape is.
2 votes -
API: Sender parameter take precedent over owner parameter
If the email specified in the sender parameter does not match an existing workspace user, PandaDoc may automatically assign the document to the default workspace sender. In PandaDoc, the document owner always takes precedence over the sender parameter if the sender does not match the document owner or meet workspace requirements. Even if your API call sets a different sender, the document will still be sent from the document owner.
Would like this to not occur, and allow for the sender perimeter to set the sender email
2 votes -
Embedded Editor: Conditional Required Signature Fields Based on Signer Presence
In many workflows, at least one signer is always required (e.g., a company representative fills out information before the document goes to customers for signing). However, the number of customer signers can vary - sometimes there is only one, and other times there are two.
Currently, if we mark Signer 2 as required, it creates a problem when there is no second signer. If we leave Signer 2 optional, the signature is not enforced when a second signer is present.
Requested Behavior:
- Signer 1 should always be required.
- Signer 2 should be conditionally required:If a second signer…
2 votes
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