7271 results found
-
Document Counter in Document List/ Folders
Visibility on the number of documents shown in the document list and document folders.
2 votes -
Ability to sign pandadoc documents in microsoft word
Ability to sign PandaDoc documents in Microsoft Word
2 votes -
Embed link to pandadoc so if you click the link it will not open a new window
Embed link to Pandadoc so if you click the link it will not open a new window
2 votes -
Add Native Lookup Relationship Between PandaDoc Document Object and Quote Object in Salesforce
Currently, the PandaDoc Document object in Salesforce has built-in lookup relationships with the following standard objects: Opportunity, Lead, Account, and Contact. When documents are generated from these objects, the relationship is automatically populated, allowing for seamless integration and reporting.
When a document is created from other Salesforce objects, such as Quote, the associated object ID is only stored in the Custom Object ID field, which is a text field. This prevents users from leveraging the Quote relationship in native Salesforce reports or automation tools, as no actual lookup relationship exists.
2 votes -
[Quote Builder] Add file upload field to quote builder
Some teams need to upload photos and documents during the quoting process—often while onsite with a customer. These files are essential to the internal workflow and must be captured before the customer-facing quote is generated.
2 votes -
[Notifications] Send completion alerts to internal stakeholders without giving document access
Some documents—like HR or legal paperwork—may contain sensitive information that shouldn’t be visible to all parties. This request is for a feature that allows users to configure "FYI-only" notifications upon document completion. These recipients would receive a notification that a document has been completed, but would not be granted access to the document contents or record.
2 votes -
Ability to move the position of the reference number
Ability to move the position of the reference number in the PDF of a completed document, for example, from bottom left to top right.
2 votes -
Drop down fields in Quote Rules
In customer case the fields for unit of measure and the campaign start date / campaign end date are drop-down fields in Hubspot but not in PandaDoc, which requires the Reps to manually type in the data, which could lead to errors and inaccuracy. They need Quote Rules in PandaDoc to have those fields as drop-downs to eliminate manual work and data accuracy.
2 votes -
Billing frequency in Quote Rules - set the number of months in the billing frequency
The customer needs to - set the number of months in the billing frequency so the contract term is calculated
2 votes -
PandaDoc verified badge
We want to be able to show our customers on the product pages on our websites that these clients have been "identity verified" with PandaDoc. Ability to use a "PandaDoc verified" badge on product pages on our websites.
2 votes -
Change recipient details on a completed document without editing the document
Update the recipients without editing the completed document
2 votes -
Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.
Hello, when I use the Calculate option when setting up a Payment One time amount equal to say 25% of the total of the Pricing Table, how can I get the paid amount and/or discount amount in webhook notifications?
Currently, when I get a webhook notification when the document changes to a document.paid status, the only amounts that show up are the totals of each pricing table separately and the total of all pricing tables, but no where do I see the paid amount or discount percentage.
Do you have any suggestions?2 votes -
Add Watermark Positioning Controls to PandaDoc
Currently, PandaDoc allows users to customize several watermark properties—such as font size, opacity, text, and color—which is incredibly helpful. However, there is no option to control the positioning of the watermark on the document. This limitation has led to numerous customer complaints, particularly when the watermark obscures critical content like signatures, pricing tables, or legal clauses.
We propose adding a simple yet powerful enhancement: the ability to choose watermark positioning. Even a basic set of options—such as top, bottom, or diagonal—would provide users with the flexibility to ensure watermarks do not interfere with document readability or layout.
Why this matters:
…
2 votes -
Add multiplier on Pricing table footer
I want the subtotal to be multiplied by 12
2 votes -
Set specific time for auto reminder
Ability to set a specific time for auto reminder what we only have is days
2 votes -
[CPQ Pricing Model] No Cure, No Pay (Outcome-Based Pricing)
Outcome-based pricing - only pay if a specific result or outcome is achieved, such as No Cure, No Pay
2 votes -
Option to be able to identify who is accessing the room with full name plus email.
Option to be able to identify who is accessing the room via link with full name plus email.
2 votes -
2 votes
-
Ability for CC recepient to be added on the auto reminders
For the CC receipient to receive the notification for auto reminders
2 votes -
HubSpot product catalog has different currencies
HubSpot product catalog Integration with PandaDoc CPQ has different currencies not only USD
2 votes
- Don't see your idea?