206 results found
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Linked HubSpot objects in the PandaDoc MCP server
Linked HubSpot objects in the PandaDoc MCP server
2 votes -
Dynamically repeat a page/section once per line item
fully-designed template page to be generated once per Opportunity Product when a document is created from Salesforce. Each generated page should render that product's own field values in a rich layout — in this case, a [Notes] placeholder populated from the Notes field of the corresponding Opportunity Product. The number of products is variable per Opportunity (for multiple opportunities)
2 votes -
Change Signature Opacity and more customizations.
Drawn signatures appear too light/gray on iPad during embedded signing — please allow opacity/pen thickness adjustment.
Please add the ability to adjust the darkness/opacity (or ideally offer a black, solid-stroke option) for drawn signatures in embedded signing — either as a workspace setting, a document-level configuration, or an API parameter in the signing session configuration. This would significantly improve the signing experience for iPad users and ensure consistent, professional-looking signatures across all devices.
2 votes -
Require email verification before viewing a document via public link to accurately track viewers
Currently, when a document is sent to a recipient via PandaDoc, anyone who opens the public recipient link - including internal team members - is recorded as a view in document analytics. There is no way to distinguish between an external recipient viewing the document and an internal employee accidentally clicking the same link.
The requested feature: when a user clicks a document's public link, PandaDoc should prompt them to enter their email address before granting access. This would allow PandaDoc to:Accurately identify who viewed the document
Distinguish internal (team member) views from external (recipient) views
Optionally exclude known…2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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CSV Export of Content Library Usage Analytics Report
Ability to download Content Library Usage Analytics Report in CSV format.
2 votes -
Automatic translation of CRM product line items in PandaDoc documents
Automatic translation of CRM product line items in PandaDoc documents
2 votes -
Ability to export a list of documents Waiting for Payment
Ability to export a CSV list of documents that are waiting for payment with due date and status
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 -
2 votes
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Embedded Signing/ iFrame functionality
iFrame is soon to be deprecated, but some clients still need it
2 votes -
[Reports] Show details about the report itself (Who created the report and when it was created).
Currently, you are unable to see who created a report and when it was created.
2 votes -
Improve the page brake
The page break isn't accurate. When you download the document to a PDF, the page doesn't brake where it says in editing mode.
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 -
Interface
Please go back to the old interface and layout. The new interface and layout make's no sense. Trying to make it sleek and modern when there was nothing wrong with the old interface. Please go back and get rid of this new one. You also have to open the Template to create a document now, instead of being able to hover over the template and create a document.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the video below!
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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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Disable the share via a link feature for the specific document
Disable the share via a link feature for the specific document
2 votes
