7422 results found
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2 votes
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
2 votes
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api revision number as token
api revision number token for document changes
2 votes -
2 votes
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2 votes
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Native Variables for Net Total and Tax Total Across All Pricing Tables
We need native system variables (similar to Document.Value) that automatically calculate the net total and tax total across all pricing tables in a document.
Business Case:
Currently, Document.Value provides the gross total across all tables, but there's no equivalent for net totals or tax totalsUsers with multiple pricing tables (one per page/product) need these calculations without manual formula setup
This would improve consistency and reduce setup complexity for multi-table documents
Net and tax totals are as fundamental as gross totals for business documentationCurrent Limitation:
While Document.Value sums gross totals across all pricing tables, users must manually create custom…1 vote -
Display “Partially Signed” Status for Documents
Add a status or section within PandaDoc that indicates when a document has been partially signed meaning at least one recipient has signed, but not all assigned fields or recipients have completed their signatures yet.
1 vote -
Change name of person sending file
When a document is created through the Smart Forms process, the email is sent from whoever created the form or document template. We'd like to be able to change the name of who is sending the document.
1 vote -
I would like to make it possible to ONLY send a completed document to the finance department.
We have put our finance department in CC to receive the completed document for administration. However, they ALSO receive the first e-mail when sending a document ("[Sender name] sent you a document"). Right now, there's no way to prevent CC'd recipients from receiving the initial "[Sender name] sent you a document" notification entirely. I would like to make it possible to ONLY send a completed document to the finance department. Now, administration gets a lot of unnessecary emails.
1 vote -
Enable dynamic mapping of flexible payloads to tables without predefined structures
The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.
1 vote -
API: Enable dynamic mapping of flexible payloads to tables without predefined structures
The current API for populating tables is too restrictive. It requires a rigid, predefined table structure and a payload format that must match that structure exactly. This limitation makes it impossible to send flexible or nested JSON data (e.g., objects, arrays) and have it dynamically populate a table.
1 vote -
Ability to include CRM variables into reports
Ability to include CRM variables as column options into reports
1 vote -
pull updated variables from Zoho CRM
Once a Pandadoc document is created from Zoho CRM there is no way to update variables when the content changes in Zoho CRM. Please add a right pane in Pandadoc just as with Hubspot where data in variables can be updated after document creation.
1 vote -
Adelante Payment Gateway
Good morning, we find the charges very high with Stripe and PayPal. Would you be open to working with Adelante? We had a call with them and they mentioned it would be straight forward but need a call with your team to discuss.
1 vote -
Change the color of Multiple Checkboxes Filled Field at once
Currently, it’s only possible to change the color of a filled checkbox when selecting each checkbox individually. It would be very helpful to have the option to update the color of multiple filled checkbox fields at once.
1 vote -
Display Clear Message for Bulk Send Restriction in First 14 Days
New customers on Annual Business or Enterprise plans cannot use Bulk Send for the first 14 days after account creation. Currently, attempting to use Bulk Send shows a vague error message (“An error has occurred”), causing confusion.
Show a clear, user-friendly message indicating that Bulk Send will be available after 14 days, optionally including the exact availability date and a link to relevant documentation.
This improves onboarding experience, reduces customer frustration, and decreases support tickets related to Bulk Send.
1 vote -
Access to the Learning center with the EU account
Option to log in to the Learning Center if you have a PandaDoc EU instance (pandadoc.eu) account.
1 vote -
Make SMS verification be a mandatory setting that staff cannot forget to do – and this is important to show we are complying with our
Make the verification be a mandatory setting so that the staff or document creator can't overlook it.
1 vote -
Apply one time zone to all workspaces at once.
PandaDoc doesn’t offer a way to change time zones programmatically or in bulk across all workspaces. Each workspace’s time zone still needs to be set manually under Settings. Requesting a feature that would allow to apply one time zone to all workspaces at once which would be especially helpful for organizations managing several workspaces.
1 vote
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