7374 results found
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View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
View a list of all Salesforce fields that are referenced in active templates/workflows in PandaDoc
2 votes -
Text content placeholders for templates
Problem
We need to send quite a lot of information from our webshop to Pandadoc:
- including short values, like numbers or a couple of symbols
- but also lists or just formatted text
This is currently not possible(?) with Pandadoc, as the only way for "dynamic" data are variables. But these are far away from user-friendly...
- don't allowed formatted text, even not simple one, like strong text.
- are only really useful for short texts, but we also send paragraphs or long texts.
→ we are currently working with about 100+ variables to be able to have some kind of "decent" layout.…
2 votes -
Tokens cross-module population for Sugar CRM
The feature that would allow users to populate variables through SugarCRM tokens from different/multiple modules in the same document.
2 votes -
Require Attach a file when manually completing documents
if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.
2 votes -
Ability to select all text across all pages and remove highlight setting
When their are multiple highlights on the document, option to remove them in bulk is appreciated so we don't need to remove them 1 by 1
2 votes -
send a follow up email that the document was paid
send a follow up email that the document was paid
2 votes -
Keep template source for duplicated documents
Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.
2 votes -
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background
The ability to insert colored rectangles or other geometric shapes (like lines!), e.g., as a background. Currently, this is only possible with a text box. That’s not very elegant.
2 votes -
Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
2 votes -
Ability for a user to approve documents without needing access to "Can view any document."
Currently, even if a custom role has access to approve documents, they can only approve documents created by other users if "Can view any document" is selected. Looking for a way to have users have the ability to approve documents that they are selected to approve, but still not have access to all documents created by other users. They would only have access to documents created by other users if they were added as an approver to that document.
2 votes -
Webhook for Signer Changes Due to Document Forwarding
Introduce a webhook or event trigger that notifies when the signer URL changes due to recipient-forwarding behavior - i.e., when a document is forwarded, the new signer replaces the original, and the signer URL is updated. This would allow clients to keep signer tracking accurate and up-to-date in their systems.
2 votes -
Set the background image opacity on the downloaded PDF
For example, the colorful page background images in our reports are a drain for someone to print. This feature would give people the ability to set the opacity of a background image OR remove it altogether when the report gets downloaded as a pdf.
2 votes -
ID check for Forms
Ability to enable ID Check (recipient verification) on forms and make it required
2 votes -
Enable/Disable Notary by Workspaces
They use both On Demand and BYON. They would like to have it enabled only in certain workspaces.
2 votes -
2 votes
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Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
2 votes -
2 votes
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Support Formatted Currency Output for Custom and Calculated Fields in HubSpot
Currently, only standard currency fields in HubSpot provide both a raw value and a formatted version (e.g., $1,000.00). However, custom and calculated fields return only the raw numeric value without any formatting, which causes issues when pulling those values into integrations like PandaDoc — especially when a properly formatted currency display is needed. Enable custom and calculated properties of the currency field type to return both:
value (e.g., 1000)
formatted (e.g., $1,000.00)This would allow seamless use in document generation tools (e.g., PandaDoc), without requiring manual formatting or workarounds.
2 votes -
design template details API to expose conditional smart content rules or logic
Template Details API is not designed to expose conditional smart content rules or logic, and this is intended behavior. Is there any plan to expose conditional smart content placeholders?
2 votes -
the ability to change the "Creator" field that says PandaDoc.com in the metadata of the downloaded PDF
when checking the metadata in the PDF it shows that it was created by PandaDoc and we need to see if it's possible to get that changed. If you could please raise a formal feature request on our behalf that would be appreciated. Having to use a 3rd party program to remove pandadoc branding from the metadata is frustrating.
"Creator: PandaDoc.com (https://www.pandadoc.com
Producer: PDF4U
CreationDate: Wed Jun 4 16:18:18 2025 UTC2 votes
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