7483 results found
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Auto page size adjustments
Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.
5 votes -
5 votes
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[Zendesk sell] sync pandadoc and zendesk sell contacts
sync pandadoc and zendesk sell contacts
5 votes -
5 votes
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Sequence number change
Possibility to change sequence number after the document has been sent.
5 votes -
Payment block without configured gateways
Option to use Payment block without configured gateways.
5 votes -
5 votes
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5 votes
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5 votes
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Allow a PandaDoc user to see when an expired document is opened
For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)
5 votes -
Remove Email Notifications When Sending on Behalf
Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.
5 votes -
5 votes
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Separate timeline on the homepage
Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.
4 votes -
Make SMS Verification required before sending document
Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.
4 votes -
redirect to work with the downloaded file
Redirect to work with the downloaded file
4 votes -
Smart Content: Populate items based on Pricing Table selection
The ability to populate content library items using a Smart Content Block based on what products are checked/selected in a Pricing Table/ Quote Builder.
4 votes -
Apply Recipient verification on Template level
ID Check to be on by default for "Recipient" for new Documents created from new Template
4 votes -
CPQ Workflow - ability to delete workflows under My Workflow items
Delete/remove "test" workflows within our environment that are partially complete.
4 votes -
Support Formatted Currency Output for Custom and Calculated Fields in HubSpot
Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
value (e.g., 1000)
formatted (e.g., $1,000.00)This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.
4 votes -
Prevent HubSpot Percentages from Converting to Decimals in PandaDoc
HubSpot variables in percentage format to retain their original formatting when pulled into PandaDoc. Specifically, if a property in HubSpot is displayed as 3%, it should appear exactly as 3% in the PandaDoc document, not converted to its decimal equivalent (e.g., 0.03).
4 votes
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