5657 results found

1. Ability to download a receipt as a separate document (PDF)
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2. Ability to upload PDFs to comments on a document
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   0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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3. Copper Sync - Refresh Document

   Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

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4. Move Checkbox

   Ability to adjust were the optional checkbox falls in a pricing table

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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5. Unchecked boxes disappear once sent to client

   Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

   2 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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6. PayFlow Pro gateway support by the PayPal integration
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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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7. Automatically mark PD domain as safe sender
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   0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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8. Hubspot - documents created from an object show up under other objects associated with this object
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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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9. Accept Button before signing

   Button accept before signing the document from the clients' side.

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   1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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10. Hubspot contact in a deal to be auto assigned to a role
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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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11. api revision number as token

    api revision number token for document changes

    2 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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12. Ability to view all documents created in HubSpot in any object
    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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13. Bulk action for catalog items - Remove custom fields

    Ability to remove all custom fields at once on multiple catalog items

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Edit…  ·  Delete…  ·  Admin →
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14. Hide the name and email address of secondary signer when hover

    When Signer 1 is signing a document with defined signing order, hover text showing Signer 2's info appears on disabled fields; customer requests a way to hide this hover text for privacy.

    1 vote

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    0 comments  ·  Workflows  ·  Edit…  ·  Delete…  ·  Admin →
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15. Reusable Conditional Content Sections & Centralized Rule Management

    Enterprise customers need a reusable rule/content architecture for Smart Content and conditional template logic.

    Today:

    • Conditional content rules live only inside individual templates
    • Rules cannot be centrally managed or reused globally
    • Updating business logic requires manually editing many templates
    • Content blocks can be reused, but the governance of the logic itself cannot

    This creates major operational pain around:

    • template maintenance
    • rule duplication
    • template drift
    • scaling RevOps operations
    • governance consistency across teams

    Desired functionality:

    • reusable conditional content sections/pages
    • shared rule libraries
    • “define once, reuse everywhere” architecture
    • centralized rule management
    • global updates across templates
    • reusable smart content modules with embedded logic
    • template inheritance / linked content structures

    Example use case:
    A company wants a “Mechanical Trade Section” with all conditional logic prebuilt and centrally managed. They want to insert that section into multiple templates and update the logic once globally instead of maintaining each template individually.

    This would dramatically improve:

    • enterprise scalability
    • template governance
    • operational efficiency
    • consistency across proposal templates
    • RevOps administration

    Customers using PandaDoc at scale with Salesforce integrations and dynamic proposal generation workflows would see significant value from this functionality.

    *client that asked for this is ENG

    Enterprise customers need a reusable rule/content architecture for Smart Content and conditional template logic.

    Today:

    • Conditional content rules live only inside individual templates
    • Rules cannot be centrally managed or reused globally
    • Updating business logic requires manually editing many templates
    • Content blocks can be reused, but the governance of the logic itself cannot

    This creates major operational pain around:

    • template maintenance
    • rule duplication
    • template drift
    • scaling RevOps operations
    • governance consistency across teams

    Desired functionality:

    • reusable conditional content sections/pages
    • shared rule libraries
    • “define once, reuse everywhere” architecture
    • centralized rule management
    • global updates across templates
    • reusable smart content modules with embedded logic
    • template… more
    1 vote

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    0 comments  ·  Templates & Libraries  ·  Edit…  ·  Delete…  ·  Admin →
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16. Bundle Documents within Content Library, feature to Replace Source File within Templates, Transfer from Content Library to Templates

    Currently, bundling documents can only be done for documents in Templates. However, the individual documents found in Templates can't be updated easily with "Replace Source File." This feature is only available in Content Library.

    Updating various documents to be bundled together in Templates requires that I have the documents as Content Library items to perform any updates. Using "Replace Source File" allows me to keep any fields that were created rather than having to create them all over again or copying and pasting. Once it's updated as a Content Library item, I have to create a new Template with the Content Library item.

    I'd like to be able to either bundle or transfer documents between the Content Library to the Templates folder without having to create a new template to do so. Ideally, I'd like to just have the "Replace Source File" option while working in Templates to maintain the existing fields and Field IDs.

    Currently, bundling documents can only be done for documents in Templates. However, the individual documents found in Templates can't be updated easily with "Replace Source File." This feature is only available in Content Library.

    Updating various documents to be bundled together in Templates requires that I have the documents as Content Library items to perform any updates. Using "Replace Source File" allows me to keep any fields that were created rather than having to create them all over again or copying and pasting. Once it's updated as a Content Library item, I have to create a new Template with the… more

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Edit…  ·  Delete…  ·  Admin →
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17. Org-level API endpoint to retrieve workspace membership by user

    Customer is requesting improvements to multi-workspace API architecture for Enterprise franchise use cases.

    Current customer environment:

    40+ franchise offices
    Each franchise requires its own PandaDoc workspace
    Users may belong to multiple workspaces
    CRM + embedded signing workflow is the primary use case
    PandaDoc is being used primarily as an API-driven signing/orchestration layer

    Current pain points:

    Workspace API keys are isolated per workspace
    Customer must maintain:
    workspace API keys
    workspace/user mappings
    webhook management per workspace
    synchronization logic internally
    No efficient org-level way to dynamically determine which workspaces a specific user belongs to

    Main customer request:

    Org-level API endpoint to retrieve workspace membership by user
    Example desired functionality:
    "Get all workspaces this user belongs to"
    Customer wants to dynamically route users into the correct workspace during embedded signing/document workflows

    Customer is Insureline

    Customer is requesting improvements to multi-workspace API architecture for Enterprise franchise use cases.

    Current customer environment:

    40+ franchise offices
    Each franchise requires its own PandaDoc workspace
    Users may belong to multiple workspaces
    CRM + embedded signing workflow is the primary use case
    PandaDoc is being used primarily as an API-driven signing/orchestration layer

    Current pain points:

    Workspace API keys are isolated per workspace
    Customer must maintain:
    workspace API keys
    workspace/user mappings
    webhook management per workspace
    synchronization logic internally
    No efficient org-level way to dynamically determine which workspaces a specific user belongs to

    Main customer request:

    Org-level API endpoint to retrieve workspace… more

    1 vote

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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18. UPDATE CERTAIN PIPEDRIVE FIELDS

    I have seen that it is possible to update fields in Pipedrive through variables present in a document. Although there is no way at the moment, to decide WHICH varibles (and so CRM fields) to update, leaving the others unchanged.

    1 vote

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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19. Naming Conventions

    It would be great if the final, completed document signed by customers could be saved as a different file name than the template name.

    For example, the Template Name is Pacific Solar Contract - [Deal.DealName] because it is customer facing, but when the final, signed PDF is downladed to our server, we would like to name the file yyyy-mm-dd - [Deal.DealName], Signed Contract (with the date being the completed date).

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Dynamic Payment Processing Fees by Payment Method

    Is there a way to pass through payment processing fees to the customer based on their selected payment method?

    Currently, I apply a flat 3% “Credit Card Fee” to invoices, but bank transfer/ACH processing fees are actually lower. I’d like to offer customers multiple payment options while only charging the applicable processing fee for the method they choose, rather than charging ACH/bank transfer customers the higher credit card rate.

    Ideally, this would:

    Automatically adjust the fee based on payment method

    Clearly display the fee breakdown to the customer

    Allow lower-cost payment methods like ACH/bank transfer to have reduced fees

    Still keep the invoicing/payment experience simple and professional

    Is there a way to pass through payment processing fees to the customer based on their selected payment method?

    Currently, I apply a flat 3% “Credit Card Fee” to invoices, but bank transfer/ACH processing fees are actually lower. I’d like to offer customers multiple payment options while only charging the applicable processing fee for the method they choose, rather than charging ACH/bank transfer customers the higher credit card rate.

    Ideally, this would:

    Automatically adjust the fee based on payment method

    Clearly display the fee breakdown to the customer

    Allow lower-cost payment methods like ACH/bank transfer to have reduced fees

    Still… more

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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