3784 results found
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Multi-Step/Paginated Smart Forms Support
Description:
Currently, Smart Forms display all fields on a single page. There is a customer need for the ability to create multi-step web forms where users progress through sequential pages using a "Continue" or "Next" button, with each step containing a subset of fields.
Use Case:
Customers are looking to replicate step-through form experiences from other providers. Typical workflows require:Step 1: Collect owner information
Step 2: Collect additional details
Step 3: Final confirmation
etc.Requested Requirements:
Support multiple pages/steps within a single Smart Form
Navigation buttons (Continue/Next, Previous/Back) between steps1 vote -
Better word DOCX elements like checkbox rendering and support
The checkbox in word document cannot be shown as checked when docx is imported in PandaDoc. As the selection of word document will affect the signature, it would be great if an enhancement of word editing can be made.
1 vote -
Ability to extend "about to expire" one week out
When docs are about to expire if there is a way we can have an auto extend one more week for all docs that are about to expire rather than having to push out individually?
1 vote -
Bulk export of recipient-fillable fields collected data from completed documents as CSV
Currently, there is no native way in PandaDoc to bulk-export the data that recipients fill into the fillable fields of completed documents as a CSV file. Fillable fields such as text fields, date fields, and dropdown fields that recipients complete when signing a document are not captured in any existing report or export option. Users who send the same template to multiple recipients need to be able to compile all of that recipient-entered data in fillable fields, such as name, address, and phone number, into a single downloadable CSV file across all completed documents from that template.
1 vote -
Drop-Down Visibility with Table Edit/Movement Restriction
Request to have a granular permission layer for pricing tables and content blocks that would allow document owners or template admins to:
Lock the structural placement of a table or content block — preventing it from being moved, resized, or deleted by the document sender or recipient.
Allow selective field interaction within that locked block — enabling reps to see and select drop-down options, enter values in designated fields, and fill in required information without risking accidental layout changes.
1 vote -
In person Signing
Ability to enable In person signing on Account Level so newly created workspaces would adapt the setup.
1 vote -
Proactive Notification for Microsoft OAuth / Client Secret Expiration
We would like to request the implementation of proactive expiration notifications for Microsoft OAuth client secrets connected to PandaDoc business email settings. Specifically:
Advance Warning Emails — Notify the account owner and/or admin via email when a connected Microsoft client secret is approaching its expiration date (e.g., 30 days, 14 days, and 7 days before expiration).
In-App Notification — Surface a warning banner or notification within Settings > Business Email when the connected token is nearing expiration.
Post-Expiration Alert — If the token has already expired, immediately notify the account owner so they can take action before document delivery is…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 -
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 -
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, 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 voteHi,
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