2991 results found
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1 vote
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Create integration to Rillet ERP
Enable us to push completed orders from PandaDoc directly to Rillet for invoicing.
1 vote -
Document/PDF pagination
The ability to modify the scaling on a document. i.e when using a scanner, having the ability to modify dimensions from the document level vs from the scanner itself i.e Xerox.
1 vote -
Change Deal Stage in Pipedrive once document is sent/viewed
Change Deal Stage in Pipedrive once document is sent/viewed
1 vote -
Bulk Refresh/Update of Salesforce Fields Across All Workspace Templates
Currently, when changes are made to Salesforce object schemas (such as field renames, new custom fields, or mapping updates), or when fields simply need to be resynced, administrators must manually open every single template in a workspace to refresh or update the Salesforce tokens/fields. For workspaces with dozens or hundreds of templates, this manual process is incredibly tedious, prone to human error, and a major operational bottleneck.
Proposed Solution
We need a way to trigger a bulk refresh of Salesforce field mappings for all templates within a specific workspace simultaneously. This could be achieved via two proposed methods:Option A…
1 vote -
Display which Approver the document is waiting on in the "Waiting Approval" stage - Home/Document summary screen
On the Home screen or Document summary screen, it displays "Waiting Approval" - I want to see which approver it is waiting on.
We have 3-4 approvers to ensure quotes are going out correctly, and for auditing purposes. Seeing this would be especially helpful for the approvers to quickly scan which documents need THEIR approval. It's also helpful for our sales reps to see who is holding up the process for an internal nudge, and admin if one of the approvers is OOO.
Possible Solution: Add a column to the either (or both) screens: "waiting on" with approver's name.
1 vote -
Custom Product Image through API
We have a Shopify website that allows customers to upload a reference image showing how they would like their product to be customized.
As the contract is generated automatically through the API without any manual intervention, we would like this uploaded reference image to be displayed in the pricing table. Including the image would provide clear visual context for the customized product and help avoid any ambiguity.
In scenarios where a customer uploads a reference image, our system creates a custom product via the API. However, we are currently facing a limitation in assigning the uploaded image to the custom…
1 vote -
Document view notifications that can be set based on document status (incomplete vs. complete)
I want to be notified every time a document is viewed before it is complete. I do not want to be notified every time after it is complete. Being able to set the notification preferences on incomplete vs. complete documents would be helpful.
1 vote -
Move the "Ask AI" button from the bottom right corner to another location on the screen.
The current location of the new "Ask AI" button is currently locked to the bottom right corner of the screen. It covers the down arrow on lists and makes it difficult for me to scroll down a list slowly. While I do like the new "Ask AI" feature, it would be better in a different location on the screen, perhaps on the bottom left instead.
1 vote -
bedragen gescheiden
Ik maak vaak offertes met bedragen die eenmalig zijn en die maandelijks zijn. In mijn overzichten (homepage documenten & rapportages), worden deze bedragen zo bij elkaar opgeteld, maar ik zou liever zien dat dat gescheiden is, dus bijvoorbeeld €1000,- eenmalig en €150,- maandelijks.
Op die manier kan ik beter mijn rapportages inzien en daar ook acties aan hangen.1 vote -
Smart Content Block is Totally Delete-able
How come we can block editing/removal of content blocks but not smart content? I want people to NOT be able to delete a smart content block - forcing them to choose from the preselected content library options. Currently, someone can delete the entire smart content block.
1 vote -
visible (printable) borders for fillable field
Our customers often print out a document before signing, for offline study. On paper, there is no clue that there are checkboxes or radio buttons for our options. Having a box there (checked or not) where the border of the field should be, like on the screen, would make the structure of the document easier to grasp.
1 vote -
Independent decimal precision control for tax percentage display in Quote Builder
Currently, the tax rate display precision in Quote Builder is tied to the global currency decimal places setting, causing rates like 8.875% to be rounded to 8.88% with no independent control for percentage fields.
Users need the ability to set decimal precision for tax percentage display independently of currency formatting.
1 vote -
Option to have line items show as n/a in the Pricing table
Having $0.00 line items show as n/a in the Pricing table would be a great addition. It would allow for more flexibility for our company while creating proposals using the Data pulled from our CRM.
1 voteHi. 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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Pandadoc CPQ to and document creation available from project and service objects in hubspot
We use projects and Service modules which associate with deal. However sometimes deal has 5 projects in quote and then it creates 5 individu
1 vote -
Quote Builder thousand separator formatting for quantity
Quote Builder: Thousand separator formatting for quantity fields (e.g., display 6000000 as 6.000.000 in German format)
1 vote -
Native Electronic Withdrawal Function (§ 356a BGB) for German Consumer Contracts
Feature Request Summary:
A customer using PandaDoc for digitally signed consumer contracts in Germany has requested a native compliance feature to support the new German law § 356a BGB (Burgerliches Gesetzbuch), which came into effect on June 19, 2026. This law requires an electronic withdrawal function (commonly referred to as the "Widerrufsbutton") for certain consumer contracts concluded online.What the customer is asking for:
1. The ability to activate a legally compliant withdrawal button on specific documents or contract types.
2. A built-in workflow that includes the following steps:
- Consumer initiates withdrawal ("Withdraw contract")
- Confirmation step for the…1 vote -
Localize system variable values based on Recipient View Language
Description: System variables (e.g. company address, sender details) always display in English regardless of the Recipient View Language setting. These values should respect the configured language so that all content — including variable-populated fields — is presented consistently in the recipient's language.
1 vote -
Slide show of multiple images in a document
Ability to add a slide show of multiple images in a document
1 vote -
Save Headers and Footers to Content Library (and reuse across documents)
Description: Allow headers and footers to be saved as Content Library items so they can be reused and transferred into different documents. Today, headers and footers can only be added on Blank pages, and when you save a whole page as a Content Library item, the header and footer design does not save. This makes it hard to keep branding consistent across documents created from drafts or other starting points.
Use case: Create a document from a ChatGPT draft (through the integration), then quickly drop in the saved header and footer to make it “send ready” without rebuilding the header…
1 vote
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