3784 results found
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Grand Total Token for Editor 2.0
Would like grand total token to be at full feature parity from Editor 1 to Editor 2.
2 votes -
2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Enable deal rooms
Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc
2 votesHi,
Thank you for taking the time to leave your request. We're excited to announce the release of our new feature, Rooms! Rooms provides a secure collaboration space where you can organize resources, share documents, and collaborate and negotiate with buyers and/or internal team members all in one place. For more information, please click the link below!
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2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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2 votes
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Failure Notification email setup
To include Failure Notification email setup
1 vote -
Add Collect files/File Upload field to Smart Forms
Description:
Smart Forms don’t currently support file uploads from the recipient. The Collect files field is available in templates and documents, but it isn’t in the Smart Form field picker. Recipients can only attach files inside the generated document after they submit the form.
Current behavior:
The Smart Form field picker offers Short text, Long text, Number, Email, Phone number, Date, Multiple choice, Checkboxes, Dropdown, and Layout blocks (Title, Image). There is no file upload option.
Workaround: add a File Upload Field to the template behind the Smart Form, so recipients attach files in the document after completing the form.…
1 vote -
SSO: Independent Idendtity for Affected Branches Account
SSO: The main account has SSO setup, there should be a way or function to separate the main account and the branches account that shares the same domain configured in SSO
1 vote -
Global Email Templates
Ability to share email templates across multiple workspaces similar to how you can share templates.
1 vote -
Allow requester to attach files in message to approver
After clicking the "Send for approval" button, the requester is given the option to write a message to the approver. Please allow users to also attach files to the message, which might help give context for the approval request.
1 vote -
When posting, it helps to include: A clear title (e.g., “Allow adjustable transparency for email background color”) Your use case Current li
Allow adjustable transparency for email background color
Current limitation (no fade control)
Expected behavior (user-controlled opacity)
Branding is a must-colors are direct source of placement and this is too easy to make happen. You can create smooth color fade changes using CSS Transitions for interactive elements or CSS Gradients for static transitions.1 vote -
Set a document status for documents that have recently been renewed/grown out of its term.
I am trying to set a document status for documents that have recently been renewed. I would like to set completed documents to something like "expired" and let only one remain on completed. This way we can easily see which one is the most recent document in the folder.
1 vote -
Document Status when the document is still pending signatures from some of the recipients
A standalone document-level status indicator that clearly shows when one of multiple signers has signed and the document is awaiting the remaining signature(s) — visible without needing to open the Audit Trail or the Recipients section.
1 vote -
Shareable links to document drafts for internal collaboration
Before a document has been sent, there is no easy way to share the document with internal collaborators. For example, in google docs you can share the link to anyone on your team working on the document. With a PandaDoc draft, there's no way to share the draft with internal team members/collaborators. The only way is to manually navigate through folders to get to where the document drafts are located.
1 vote -
Export or download comments and suggestions from a document
Customers need a way to export, download, or otherwise extract comments and suggestions (including resolved and declined ones) from a document into a separate file or format, without granting the recipient direct access to the original document as a collaborator.
Current limitations:
- There is no way to download or export comments and suggestions
- Declined suggestions cannot be restored, only accepted ones via version history
- The only visibility option (View > Resolved comments and suggestions) is restricted to the document owner
- The only workaround is adding the other party as a collaborator with "Can view and comment" permissions, which some customers…
1 vote -
ACH payments via PayPal
PandaDoc's PayPal integration only supports credit card payments, not ACH, which is essential for large transactions.
1 vote -
Change status to sent
When creating a document that the customer does not want to eSign and only wants a PDF of, allow for changing of the status from draft to Sent. Currently can only change from draft to Completed or Rejected.
1 vote -
Include document type in webhook payload
Include the document type in webhook payload so that this can be used for automations and workflows.
1 vote -
Preserve HubSpot merge field mapping when copying fields between templates
When a user copies a field with a configured HubSpot merge field mapping from one template to another, the merge field configuration is lost. The field itself transfers, but the merge field data source and property mapping must be manually reconfigured in the new template.
This requires users to re-do field setup work when reusing fields across templates, especially problematic for teams that standardize field configurations across multiple templates (e.g., copying a "Deal Amount" field mapped to HubSpot's amount property).
Expected: Merge field mapping should persist when the field is copied to a new template, just as other field properties…
1 vote -
IP Address
Have IP Addresses listed for view documents, not just completed documents.
1 vote
