7435 results found
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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 -
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 -
Use Recipient groups in MS Dynamics
Use Recipient groups in MS Dynamics
2 votes -
Tag fields for Templates from PDFs via API
We have several thousand of templates that need to be created from PDFs. Manual work would take too much time in our use case.
2 votes -
Disable the share via a link feature for the specific document
Disable the share via a link feature for the specific document
2 votes -
Option to have 2 payment otion for 1 document using 2 different pricing table
Option to have 2 payment otion for 1 document using 2 different pricing table
2 votes -
Allow Admin to login as other users to verify account settings and/or troubleshoot
As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.
2 votes -
Data Export Notification
The user will receive a notification if there are data being exported in the account.
2 votes -
AI document search tool
I'd like to have a search feature where I can ask a question using AI and it will apply that question to each of the documents and give me the results across all documents. I want to create a list of all contracts that have certain provisions.
2 votes -
Conditional fields to make signature required or optional
Have the option to use conditional fields to make the signature required or optional
2 votes -
User Analytics Report
The user analytics page should include the capability to customize additional columns around user accounts, such as create date, last login date, and last document creation date.
The "User Usage Analytics" Screen should allow the ability to see all users in the tenant, not just ones with an action associated (i.e. if they've never created, sent, modified, etc., When I click the "Save Report" button nothing happens; should download the screen as a report that shows aggregate vs having to export all the data and try to use a pivot table for something so simple.
Need a Workspace report that…
2 votes -
Prevent duplicate data entry in fields
Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template
2 votes -
Option to automatically update variables based on the selected product
I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.
2 votes -
Add hyperlinks to to the Catalog by importing CSV
When products are imported to the Catalog via CSV and the description contains hyperlinks, they are not hyperlinks after the upload. After adding the product to the pricing table, the hyperlinks are not saved.
2 votes -
Ability to keep the expired status of the imported documents
When importing an expired document it should keep the expired status
2 votes -
Pricing Table: Add an additional product when the recipient select a product from the options
Have the ability to show an additional product (like a mandatory license or fee) when the recipient chooses a certain product from the options.
2 votes -
Username changes won't affect old documents
changing the user's username will not affect the username of old document
2 votes -
Have the ability to redact information in downloaded PDFs
Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.
2 votes
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