7365 results found
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Bulk Update Date Field Settings Across All Templates/documents
Ability to Bulk Update Date Field Settings Across All Templates/documents
2 votes -
Smart Forms: Restore Deleted Smart Forms
restore smart forms
2 votes -
Option to set a condition to go to the next page
So the initial engagement they sign page 1 and 3 but once we choose a product they need to sign page 2 and then once the bill has been page they need to sign page 4. I need to keep all these together so in the end I have one complete document.
2 votes -
Vertical alignment for text
Option to vertically align text
2 votes -
Smart Forms: mapping fields improvements
I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.
2 votes -
Search Bar to be in the Default Document View
Suggestion to make the search bar appear in the default view to avoid having to click search every time, just to then have to re-navigate to the search back to enter the search parameters. This would streamline the search process and save extra navigation steps.
2 votes -
Subcharges for installment payments
When using Square or Stripe as payment methods, there should be an option to automatically pass credit card surcharges to customers at checkout. Currently, adding the surcharge manually in the pricing table does not work for installment payments.
2 votes -
Access Image Library in Rooms
Have the ability to access the Image Library when adding images in Rooms.
2 votes -
Ability to change the default "Sort by" option for product catalog when adding products to QB block
Ability to change the default "Sort by" option for product catalog when adding products to QB block (for now Last modified is always set as default).
2 votes -
Integration: Backdocket
Ability to integrate with Backdocket
2 votes -
Form attachments hover and open instead of downloading
When a form is received and the uploaded data is in Excel/word. The contents needed to be downloaded before being viewed.
2 votes -
Custom permission to disable access to making products optional in quote block.
Prevent users from enabling the optional items toggle in a quote block.
2 votes -
route document-related emails through a specific shared inbox in Pipedrive
Im setting up Shared Inboxes in Pipedrive, how does this feature sync with the document creation and email reply to settings in pandadocs?
2 votes -
Receive details of suggestion made via API call/webhook
We generate a document using an API. This means we've created a template that is populated with content via the API. The document is successfully sent to the customer. The customer discovers an error (spelling, numbers swapped, etc.). They can point out this potential error in the PandaDoc web view. Both the sender and the recipient receive this information via email. We would also like to receive this information via the API (status) so that we can directly point it out in our system that populates the documents.
2 votes -
Apply Recipient verification on Template level
ID Check to be on by default for "Recipient" for new Documents created from new Template
2 votes -
Move templates to another workspace
Ability to move directly move templates to one workspace to another
2 votes -
Move send document button to the top of the page
Client is requesting to have the 'Send Document' button higher. Similar to the Continue button on the preview screen to Review Recipients.
When the Send Document button is low, users have to scroll down to click it, which is an unnecessary step. The button should be at a consistent level all the time.
2 votes -
Automatic expiration for Deal Rooms: auto-archive or delete a Room after X days of inactivity
Introduce the ability to set an automatic expiration or retention policy for Deal Rooms, such as auto-deletion or archiving after a specified period of inactivity or after a set number of days.
2 votes -
Ability to view which user generated each API key in the PandaDoc UI
Add the ability to view the user who generated each API key directly within the PandaDoc UI for better visibility and audit tracking.
2 votes -
Document Generation via AI
🔍 Problem Statement
What’s the problem this feature is solving? Why does it matter?🎯 Use Case / Desired Outcome
What would the user experience look like if this existed? Describe how a user would interact with it.🧠 Proposed Solution
What specifically would you like the AI to do? Is it generating entire documents, specific sections, summaries, or something else?🔁 Current Workaround
What do you or customers do today to accomplish this, and what are the limitations?🌟 Impact
How would this feature improve workflow, save time, or increase revenue/retention?🧪 Optional: Customer Interest / Accounts
Do any…2 votes
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