2912 results found
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Ability to remove header
Remove header block.
10 votes -
hubspot to pull tokens from multiple objects
Ability to pull tokens from both Deal and Contant records simultaneously
10 votes -
10 votes
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Ability to drag/move Support Chat Icon
Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.
10 votes -
Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import
Bulksend: the option to pass custom information from CSV to the fields (not to the variables).
10 votes -
Document deletion restriction for non-admins/managers / restrict deleting completed documents
There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.
Ability to only delete drafts and approved contracts, but not signed contracts
10 votes -
Capsule CRM
Integration with Capsule CRM
10 votes -
Tokens for products in Pipedrive
Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).
10 votes -
10 votes
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PandaDoc delivery email shows who else is on the PandaDoc from within delivery email
When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.
10 votes -
Localization: Page numbering in another language
The option to change the page numbering (in PDF) to another language (Dutch).
10 votes -
InfusionSoft / Keap
Integration with InfusionSoft / Keap
10 votes -
[Word Import]: When MS Word documents are uploaded to PandaDoc, the fonts mirror the original document settings.
Keep the fonts after Word file was uploaded into PandaDoc.
9 votes -
Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025
When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.
Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…
9 votes -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
9 votes -
EU Server integration with Zapier
Offer the option to use Zapier with the EU server
9 votes -
Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
9 votes -
Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
9 votes -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
9 votes -
9 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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