2991 results found
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Hide "Setup Payment" step when payments are globally disabled
In the new document creation experience, the "Setup Payment" step appears in the workflow for every document — even when payment collection is globally disabled at the workspace level. This forces users to click through an irrelevant step every time they create a document, adding unnecessary friction to their workflow.
Expected behavior:
If payments are disabled globally in workspace settings, the "Setup Payment" step should not appear in the document creation flow at all. It should only be visible when payments are enabled.Additional context:
Users who previously relied on a streamlined document creation → generate link flow now require…
1 vote -
Sequential milestone signing from a single recipient within one document
To get multiple signatures from the same recipient but at different points in time.
The specific document we want to use is a "project tracker" where we need the customer to approve different project milestones.
After a milestone is approved, we can proceed to the next project phase.Currently, if we place all signature fields on the document initially, customers must complete every signature field for the document to be considered complete.
It would be helpful if we could assign a signing order per signature field or a specific date for each signature.
1 vote -
Claude MCP integration with EU Server
Have Claude MCP integration with EU Server
1 vote -
Copilot Integration
I want a Copilot integration
1 vote -
Replace source file on Mobile app
Ability to replicate the "Replace source file" process on the Mobile App.
1 vote -
Allow form revisions before final signature
With Templates, a secondary signer can decline to sign and leave a comment explaining what needs updating. This removes the signature but retains all other fillable form field values, allowing the original signer to revise and re-sign without having to repopulate the entire form from scratch. Please implement the same functionality for Forms.
1 vote -
Conditional based logic inside of templates
Have the ability to build conditional logic at the template level so when documents are sent to clients the correct information can be collected based off of their selection vs using a form. For example if a client selects option A inside of a document then upload documents appear vs option B a text block would appear.
1 vote -
Attio Workflows / Integration
Similar to other CRMs
When Contract is signed push info to Attio -> Deal stage shifts
Choose Assignee from Contacts in Attio.
Set economic buyer to deal for the people record, that is with the mail address.
No overlay in attio, if documents are linked.
Super pain was to come over form old crm to attio -> Pandadoc still has zoho id, but these cannot be changed to attio deal ids to use it in the integration.
and further more.
1 vote -
Push files uploaded by recipient in Hubspot deal record
The automation that attaches documents to the HubSpot deal record only attaches the completed PandaDoc document as a PDF. Files that recipients upload within a document (via a file upload field) are not automatically synced to HubSpot as separate attachments — this is a current limitation of the External Automations add-on.
Unfortunately, there's no native way within PandaDoc to automatically push uploaded files to the HubSpot deal record at this time. The uploaded files would need to be manually downloaded from the PandaDoc document and added to HubSpot separately.
1 vote -
Auto-flags to users creating documents
Example use cases:
- A pop-up to users who try to modify a template with a note that they're changing a prepared template
- A flag to users who try to create a field in a document to capture Credit Card informationBusiness outcomes:
- Reduces business users going rogue and modifying pre-approved template language
- Prevents users from capturing credit card information since PandaDoc itself is not PCI-compliant1 vote -
Set Color Fill within the Theme
Set within a theme the ability to choose a fill-in color to match branding for the account. At the moment, fill color isn't able to be saved to a theme requiring manual adjustment each time using the HEX code.
1 vote -
Ability to bundle a document to another after the document has been published
Ability to bundle a document to another after the document has been published. This is incredibly useful when we have multiple pieces of paperwork that come together in a contract and we want them all housed in one document.
1 vote -
Add Cost Subtotal / Total Cost to Quote Builder Footer
Add Cost Subtotal / Total Cost to Quote Builder Footer
Quote Builder currently allows users to track Cost at the individual line-item level, but there is no option to display the total Cost across all line items in the Quote Builder footer.
Please add Total Cost / Cost Subtotal as an available footer calculation, similar to Subtotal, Total Quantity, Discounts, Fees, and Taxes.
Use case
For businesses that use Quote Builder for margin-aware pricing, the total selling price alone doesn't provide enough information to make pricing decisions.
Our sales team uses the Cost field to track internal and pass-through…
1 vote -
Allow reference number to appear on the signed document, not just on the certificate
The Ref. Number associated with a signed document only appears on the Certificate of Signature. The reference number should also appear somewhere on the signed document (preference top left portion of page 1 at a minimum). There are many instances where the certificate is not desired to be a part of a final document so the signed document must be saved with the certificate, pdf printed and the certificate stripped from the document. When this is done there is no identifier remaining on the document to connect with the certificate for future reference.
1 vote -
Certificate of Signature is to large / too many pages
The number of pages for a Certificate of Signature from a signing process is too large. Reduce the image size of the signature and placement of recipient verification to get a minimum of 3 signers/page.
1 vote -
Allow users to configure the "next" button on the template level for signers via API
We often have issues where clients send a document to someone to sign and a number of non-required fields are missed. When the signers use the "next" button, it jumps from one required field to the next, meaning intermediate non-required, but important fields are missed.
1 vote -
New Editor: Restore recently used hex color swatch persistence for individual table cell editing
In the classic editor, recently used hex color codes were saved as persistent swatches within a document, allowing users to quickly reuse custom colors when editing individual table cells without having to retype the hex code each time. Since the rollout of the new editor experience (Project Delta), this behavior no longer persists. Users who apply custom hex colors to individual cells are required to manually retype the hex code every time, significantly disrupting their editing workflow. Please consider restoring this color swatch persistence in the new editor.
1 vote -
Collect Form Data
Ability to use an existing form on the Collect Form Data in Workflows.
1 vote -
Bank Transfer as a Payment Method via Stripe in PandaDoc
We would like to offer bank transfer as a payment method using Stripe as the payment gateway. A workaround where customers transfer funds directly to our account isn't very practical because we can't automate the process that way. Please make bank transfer available (alongside SEPA and credit card).
1 vote -
Native Support for Salesforce Product Groups in PandaDoc Documents
Summary:
When using PandaDoc's Salesforce integration, customers are unable to carry over native Salesforce product Groups into their PandaDoc documents. Groups exist at the Salesforce UI level but there is currently no mechanism to pass them through to PandaDoc automatically.Desired Behavior:
When a document is generated from a Salesforce Opportunity, PandaDoc should automatically recognize and reflect the product Group structure. organizing line items into their respective groups as sections within the document.1 vote
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