7669 results found
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Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor
Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.
4 votes -
Rooms: option to use custom fonts
Inherit custom fonts uploaded and available in Templates when creating or editing the Home page
4 votes -
HTML on Rooms feature
The ability to insert/embed HTML or a code block in Rooms.
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 -
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 -
Ability to search for documents based on their renewal date
Have the ability to search for documents or filter based on their renewal dates.
4 votes -
Pass image from Salesforce to Pandadoc
Pass image from Salesforce to Pandadoc
4 votes -
automatically calculate the quantity in the table
automatically calculate the quantity in the table not in the pricing table
4 votes -
Variables for Quote builder section subtotal
It would be great to get the section totals to appear as variables vs. only the quote total.
4 votes -
Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
4 votes -
Ability to pass line item image from HubSpot
Ability to pass line item image from HubSpot
4 votes -
SMS Verification: track the SMS deliverability
Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.
4 votes -
Export Quote Builder/Pricing table as CSV
We'd like to export CPQs, tables as a CSV file
4 votes -
Allow displaying non-draft documents in Embedded Editor
Our clients need to be able to display the non-draft documents (in Sent, Completed, etc. statuses) in Embedded Editor. In their own words:
This does not match the functionality in the editor of your own app. If I send a document to be signed in the Pandadoc app, I am able to view it in the editor. Our business case is that we want the same functionality when the editor is embedded in our application rather than forcing the document back to draft status after it has been sent and messing up the entire signature workflow. It's a pretty standard…
4 votes -
Variables: Have the ability to use "Sender" details from variables without sending the document to the sender
Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.
4 votes -
Reporting: option to include recipients' phone numbers
Reporting: option to include recipients' phone numbers.
4 votes -
Configure the expiration period of user's sessions
Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.
4 votes -
Ability to have a different variable date format on each template
I'd like to change variable date format on separate templates/ documents that will override the general settings
4 votes -
Make uploaded Google Slides editable
Currently uploaded Google Slides are static and not editable. Please enable editing of uploaded Google Slides
4 votes
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