7365 results found
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Sending the document to CC without sending it to the first signer
Send the document to CC and give him the possibility to transfer the document to the first signer.
6 votes -
Ability to limit the future dating range
A feature that can limit the future date range in the "Available dates" of a date field that the signer can select?
For example, we don't want them signing today (Aug 2025) for a start date too far in the future (e.g. January 2026).
We might not be able to maintain/honor our current pricing that far in advance.
5 votes -
Option to automatically minimize the right-side panel on document editor.
Have an option to automatically minimize the right-side panel when opening a document for editing.
5 votes -
Room User Owner reassignment
It would be nice to have the option to change the Room Owner or have it reassigned
5 votes -
Display Vimeo Video Thumbnail on PDF
Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.
5 votes -
Autofill the signature field with previously used signature by the signer
the customer needs that the signature field is pre-filled if the recipient has signed their documents before. Ability to store the manually drawn signatures specifically is needed.
5 votes -
Different company names for whitelabeling accounts/multiple workspace
Ability to have different/separate company names for multiple whitelabeling accounts.
5 votes -
Option to Disable Payment Reminders for Individual Documents
Option to Disable Payment Reminders for Individual Documents.
5 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…
5 votes -
Set a limit on form responses
Have a way to limit the clients response to the form sent to them
5 votes -
Continued numbered list with letters
The ability to continue a numbered list on another page with letters rather than numbers. This is a current limitation outlined in the HS.
5 votes -
Sync bullet points back into Salesforce (update opportunity products trigger)
At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.
5 votes -
Webhook for each time a recipient views a document
Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.
5 votes -
SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
5 votes -
Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
5 votes -
[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
5 votes -
Rooms: Customize Room Link (URL)
Option to customize / white-label Room URLs.
5 votes -
Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
5 votes -
Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable
Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.
5 votes -
Reporting metrics on users
The ability for reports to show user data/internal rate, for example:
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is5 votes
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