2991 results found
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Hidden Variables in Documents - CSV-Populated Field Not Visible to Recipients
Users need the ability to include a variable in a document template that can be populated via CSV during Bulk Send but remains invisible to recipients. The primary use case is embedding internal tracking identifiers (e.g., workflow tags, custom IDs) for retrieval via the API — without exposing that data in the recipient-facing document. Current workaround is setting the variable's font color to white, which is fragile and unsupported. A native hidden/metadata field option would eliminate this friction.
1 vote -
Customizing the UI text/prompts during signature or payment
We're using the Enterprise version, so totally fine if this feature remains Enterprise-only. After working on the white-labeling process, we found that this would improve the experience for our prospects and clients and enhance our brand voice.
Replacing PandaDoc's icons/symbols (such as the signature or credit card icon) with our company logo within the signing or payment modals
Customizing the UI text/prompts in those modals (e.g., changing "Complete this document and pay" or "Make a payment" to a custom copy)
According to PandaDoc CS, these interface elements are part of PandaDoc's standard recipient experience and are not customizable at this…
1 vote -
Ability to create a single contract that links to multiple opportunities or deals in a CRM with automations for them all.
Some clients manage complex accounts where multiple reps are working multiple deals simultaneously — each tracked as a separate opportunity. However, when it comes time to execute, all of those deals are consolidated into a single contract.
The current automation only applies to the primary opportunity, which means once the contract is signed, there's manual backend work required to update the remaining opportunities.
The ability to link multiple opportunities to a single contract would eliminate that manual overhead and ensure automation fires accurately across all associated deals.1 vote -
Allow "Mark as Paid" for documents in Sent/Pending status (no recipient action required)
Description:
Currently, the "Mark as Paid" option in the Payments dashboard is only available when a document is in Waiting for payment status. This requires the recipient to have opened or completed the document first. However, in cases where payment is collected outside of PandaDoc (bank transfer, check, etc.) and the document has no outstanding recipient actions, users have no way to update the payment status without involving the recipient. Request: allow users to manually mark a payment as paid regardless of document status, or at minimum when the document is in Sent/Pending status.1 vote -
Trigger Payment Flow When Manually Completing a Signed Document
When a document is manually moved to "Completed" (to reflect an offline/outside signature), any attached payment step is silently bypassed. There should be a way to still trigger or prompt for payment collection in this scenario.
Current Behavior - If a signer executes a contract outside of PandaDoc and you manually update the document status to Completed, the payment block attached to that document is skipped entirely. The only workaround is to collect payment through a separate tool and then manually mark the document as Paid in PandaDoc.
Expected Behavior - When manually completing a document that has a payment…
1 vote -
Log the document reminders auto sent to HubSpot
I'd like the document reminders that I specify on my PandaDocs that are automatically sent to get logged back to the relevant records in HubSpot (deal, contact, company). I'm hoping that will show in the Emails and All Activity sections to give me a clearer picture of activity on my Deals.
1 vote -
Remove opt-out/reporting links from white-labeled delivery emails
As a professional services firm using PandaDoc for client proposals and engagement workflows, I would like the ability to disable or customize opt-out/reporting links in white-labeled delivery emails.
These links can create confusion for clients, weaken the premium branded experience, and unintentionally reduce trust during sensitive onboarding workflows such as accounting, tax, legal, or advisory engagements.
Ideally, firms using custom branding and verified sending domains should have an option to:
remove “report spam” style messaging,
customize footer language,
or use a cleaner fully white-labeled email experience.This would significantly improve the client experience for firms using PandaDoc as a client-facing…
1 vote -
Pull quote data into invoice
Option to automatically create an invoice that reflects the agreed-upon PandaDoc quote.
Steps:
1. The client selects their desired options in the quote and submits it for approval.
2. Event sales either approves the selection or sends it back for adjustments.
3. Once the final selection is confirmed and approved, PandaDoc automatically transfers the quote information into an invoice template.
4. The client receives the contract and the generated invoice simultaneously.
5. The client signs the contract and is immediately directed to the payment gateway.1 vote -
Add Netto in quote summary
Currently you cannot display to the client the total net price without VAT, fees, etc. Many clients need to see this data in the quote.
Also, there are different tax % and it is not possible to show the total for each tax rate. This is important for our clients1 vote -
Do not sign before or set a window/timeframe to sign
I would like the ability to set a timeframe in which a client can sign their document, such as no sooner than 30 days before the expiration date. Our process specifically requires their signature to be within 30 days of the planned service date for legality. We would like clients to be able to see and review the document before then, but not allow them to sign it until a specific timeframe. Rather than fill in a data manually, we would like to select something like expiration date minus 30 days as the soonest signing date so that it auto-calculates…
1 vote -
Combine approval + first signer step
Problem: When the final approver is also the first signer, they can’t sign until after a rep sends the document, creating delays and extra handoffs.
Request: Allow an approver who is also a recipient in the signing flow to approve and complete their signature in the same action, or allow post-approval pre-signing before external send.
Value: Faster turnaround, fewer internal steps, clearer accountability.
Acceptance criteria: Optional toggle at template/workflow level; audit trail records both approval and signature events.
1 vote -
Bundle Documents within Content Library, feature to Replace Source File within Templates, Transfer from Content Library to Templates
Currently, bundling documents can only be done for documents in Templates. However, the individual documents found in Templates can't be updated easily with "Replace Source File." This feature is only available in Content Library.
Updating various documents to be bundled together in Templates requires that I have the documents as Content Library items to perform any updates. Using "Replace Source File" allows me to keep any fields that were created rather than having to create them all over again or copying and pasting. Once it's updated as a Content Library item, I have to create a new Template with the…
1 vote -
Org-level API endpoint to retrieve workspace membership by user
Customer is requesting improvements to multi-workspace API architecture for Enterprise franchise use cases.
Current customer environment:
40+ franchise offices
Each franchise requires its own PandaDoc workspace
Users may belong to multiple workspaces
CRM + embedded signing workflow is the primary use case
PandaDoc is being used primarily as an API-driven signing/orchestration layerCurrent pain points:
Workspace API keys are isolated per workspace
Customer must maintain:
workspace API keys
workspace/user mappings
webhook management per workspace
synchronization logic internally
No efficient org-level way to dynamically determine which workspaces a specific user belongs toMain customer request:
Org-level API endpoint to retrieve workspace…
1 vote -
UPDATE CERTAIN PIPEDRIVE FIELDS
I have seen that it is possible to update fields in Pipedrive through variables present in a document. Although there is no way at the moment, to decide WHICH varibles (and so CRM fields) to update, leaving the others unchanged.
1 vote -
Naming Conventions
It would be great if the final, completed document signed by customers could be saved as a different file name than the template name.
For example, the Template Name is Pacific Solar Contract - [Deal.DealName] because it is customer facing, but when the final, signed PDF is downladed to our server, we would like to name the file yyyy-mm-dd - [Deal.DealName], Signed Contract (with the date being the completed date).
1 vote -
Dynamic Payment Processing Fees by Payment Method
Is there a way to pass through payment processing fees to the customer based on their selected payment method?
Currently, I apply a flat 3% “Credit Card Fee” to invoices, but bank transfer/ACH processing fees are actually lower. I’d like to offer customers multiple payment options while only charging the applicable processing fee for the method they choose, rather than charging ACH/bank transfer customers the higher credit card rate.
Ideally, this would:
Automatically adjust the fee based on payment method
Clearly display the fee breakdown to the customer
Allow lower-cost payment methods like ACH/bank transfer to have reduced fees
Still…
1 vote -
Document Cancellation / Voiding
We have had a few potential customers who have requested confirmation that their contract was cancelled. Please add a status option to Void/Cancel a contract and notify the signer in question. This status is different than what is available (i.e. Declined, Expired, etc.).
1 vote -
Coloured tags for document management
Allowing colours to be added to tags so that they can stand out visually and provide a quicker way of visually sorting the tags attached to a document
1 vote -
Add a "Drag" or "Move" button with fillable fields.
Right now, you can drag fillable fields by double-clicking and holding onto the second click. It would help with accessibility to have a visual button that lets you click on it instead of the actual field.
This way, you know that you are clicking on the button to "Drag" or "Move" the field. And it avoids "Clicking" on the actual field
1 vote -
Smart Forms: Add blurred background image of form behind pop up window
The old forms feature had a blurred background image of a form behind the pop up window. Smart Forms do not have the background image and I prefer it.
1 vote
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