512 results found
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Embedded Signing/ iFrame functionality
iFrame is soon to be deprecated, but some clients still need it
2 votes -
ID check: send a notification when the expected name and verified name are different
Comment from the customer:
I'm wondering, following your example, if we send the documento be signed by "Anna K", but later on the shown ID is from other person (Verified name) which is nothing related to Anna K, is there a way to detect that automatically? In other words, basically, that expected name and verified name are different2 votes -
Create catalog items that are tax exempt
Feature that allows creating items in my catalog that are tax-exempt, such as labor costs.
2 votes -
Hide Stripe Surcharge in the document
We’re currently using Stripe as our payment gateway for proposals sent through PandaDoc.
At the moment, we don’t want to show credit card surcharges on the proposal itself (in the pricing table), but we still need to charge this fee when a client pays via card.
Is it possible to edit or adjust the Stripe payment amount after the document is sent but before the funds settle, so we can apply the surcharge on the backend instead?
Or is there a recommended way to apply a Stripe surcharge without including it visibly in the proposal pricing? Stripe says they do…
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 -
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 -
HubSpot CPQ Support for Product Bundles
Address limitation where only the main item with the total price is reflected in HubSpot line-items
2 votes -
2 votes
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the ability to change the "Creator" field that says PandaDoc.com in the metadata of the downloaded PDF
when checking the metadata in the PDF it shows that it was created by PandaDoc and we need to see if it's possible to get that changed. If you could please raise a formal feature request on our behalf that would be appreciated. Having to use a 3rd party program to remove pandadoc branding from the metadata is frustrating.
"Creator: PandaDoc.com (https://www.pandadoc.com
Producer: PDF4U
CreationDate: Wed Jun 4 16:18:18 2025 UTC2 votes -
Disable the share via a link feature for the specific document
Disable the share via a link feature for the specific document
2 votes -
Have the ability to redact information in downloaded PDFs
Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.
2 votes -
SSO: Ability to login using email alias
When you log in via email alias, it's detected as a new account/user, which is not ideal.
2 votes -
Generate a SCIM token on PandaDoc's end
At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.
2 votes -
Contract Repository: Mandatory Data Fields for Contract Repository
Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.
2 votes -
Ability to adjust the email footer text based on the recipient's language.
Ability to adjust the emails footer text based on the recipient's language.
2 votes -
2 votes
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Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
Third Party Contract Management
We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.
2 votes -
More user attributes in SSO
More user attributes in SSO
PandaDoc gets 2 information from IDP is FirstName and LastName, is it possible that PandaDoc get more information from IDP such as Job Title, Department, Phone number
2 votes -
Sync Role changes with SSO IDP changes
So we know that JIT (just in time) only allows provisioning first time, it doesn’t update or delete, and in SCIM implementation it's also very limited. We allow only deleting a user and changing their name.
It would be best as to assign, change, and sync roles using the identity provider to sync with the PD WS Roles instead of creating a new Role in PD.
2 votes
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