3799 results found
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Built-in automation to tag documents based on form field selections
Built-in automation to tag documents based on form field selections
3 votes -
[Word export] Keep aligning and text spacing
Keep text aligning and spacing, remove additional text boxs that appear after exporing the document to Word
3 votes -
Duplicate steps of the CPQ workflow
Ability to duplicate one of the steps in the workflow without having to re-write all of the quote rules
3 votes -
Create Editable Template from Uploaded file via API
Ability to make templates created via the ‘Create Template from File’ API editable upon upload, similar to how it works in the UI
3 votes -
Ability to request an on demand notary from a specific state.
Users cannot currently request a notary from a specific state when doing an On Demand session. Certain states, such as Florida require their documents to be notarized only by Florida notaries. Need ability to request a notary for a specific state in this scenario.
3 votes -
Checkbox field: Design and color options to make it more visible
Option to change checkbox colors from default gray to more vibrant, visible colors for better visibility and user experience.
3 votes -
3 votes
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Home: show just the completed status on the finalized view, and will not show signed
To show just the completed status on the finalized view, and will not show signed
3 votes -
Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
3 votes -
"No Payment Collection" UI visibility on Quote builder with no Payment gateway configured
"No Payment Collection" button is showing in draft documents even when payment collection is disabled.
There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected3 votes -
Reporting: Document Data such as Contract Signature Date, Contract Start Date, Contract End Date
Have the ability to extract a report based on document data, such as Contract Signature Date, Contract Start Date, and Contract End Date.
3 votes -
Conditional Logic Between Form Fields and Pricing Tables
A feature that would allow users to configure conditional logic that dynamically adjusts pricing in the Pricing Table based on recipient input from other form fields, like dropdowns.
For example, when a client selects a specific option from a dropdown field (e.g., "Student" under "Member Status"), a corresponding discount or pricing adjustment is automatically applied to the totals in the Pricing Table.
3 votesHi. 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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Option to control which templates appear in the PandaDoc iFrame in HubSpot
Ability to limit or filter the templates shown in HubSpot, so only approved or active templates are visible to the users.
3 votes -
Automatically open next document awaiting approval after one is approved
Automatically open the next document waiting for approval after one is approved, to make it faster to go through multiple approvals.
3 votes -
Support Quote Builder features via API
Quote builder via API:
– No programmatic creation of quote items with product images
– Product catalog not reliably accessible/linkable via API
– Consequence: Quotes without precisely positioned images, some with gray placeholders ("grey image placeholder")
– Fixed column labels such as "Quantity"/"Price" in quotes and system interfaces3 votes -
To support additional language, Hebrew
Currently the Hebrew language is not supported in PandaDoc. As this language is unavailable it has not been possible to implement PandaDOC fully in our region.
3 votes -
Option to apply surcharge to Stripe
When collecting a payment, to have the option to set up surcharges through Stripe
3 votes -
Update Hubspot Property with PandaDoc document status.
I am also looking to populate a property to log the time stamp of when a document has been sent and when a document has been paid. For this I've created a property called "PandaDoc status" on hubspot deals. I would like this property to mirror the live status of the document. While I see how to change the deal stage, I want to send the document status to a property in hubspot. Can you help me with this please? It's quite urgent so if you could get back to me asap that would be great!
3 votes -
Disable the option for the recipient to reply on the reminder
Disable the option for the recipient to reply to the reminder
3 votes -
Remove inactive users automatically / auto-deprovisioning
The customer would like to remove users automatically based on the inactivity status so it is easy to keep the account user list clean. They have over 2700 users in the account and it is difficult to track inactive users and remove manually.
3 votes
