6048 results found
-
Updating Catalog from Proposal
I have an entertainment company in Las Vegas. I use PandaDocs to send out proposals to my clients. I utilize the catalog feature to organize the various talent, acts, and activations we offer to our clients. I’d like to suggest a few changes to the platform that would enhance my process and make it more efficient and user-friendly.
When I add an item from the catalog to a proposal, I often find that the item requires updates. It would be beneficial if I could update the item directly in the proposal and then sync the update back to the catalog.…
1 vote -
BRING BACK TRANSFER DATA!!!
I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.
I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes.…
1 vote -
pass custom parameters to the redirect url
Today, the Redirect URL after completion setting appears to be static. It would be extremely valuable if this redirect could be dynamically customized per document/session via integrations (e.g., Make / Zapier) or via variables, so customers can redirect signers to different landing pages and pass custom query parameters.
Why this matters (use case):
We run multiple campaigns and need to send signers to different LPs depending on:
document template / campaign
recipient / segment
region / language
deal owner / pipeline stage
We also want to pass tracking parameters such as:
utmsource, utmcampaign, utm_content
internal IDs like doc…
1 vote -
Age Verification
Alongside the current identity document verification, PandaDoc should also offer an optional Age Verification / Legal Age Check.
Why this is needed
In many use cases, it is not sufficient to verify only the authenticity of an ID document. We also need to confirm that the person is of legal age (18+), or in some cases meets the country-specific age requirement (e.g. 18, 21, etc.).
Expected functionality
Verify the ID document as usual (existing feature)
Extract date of birth from the document
Automatically validate whether the person meets the legal age threshold
Ideally, allow country-specific age rules depending on the…
1 vote -
Team Dashboard Add Back Button after drilling into someones dashboard
In Team Dashboard when you select a name and pull up the metrics for the team member, then go into one of the options (ie View) and when you click the back button it does not take you back to the team member dashboad but the Team Dashboad as a whole. Sounds like this is something that PandaDoc has not thought of having a back option so it takes you back to where you last were and not from the start which is not efficient
1 vote -
Request - Ask for More Information/Documents’ Option in Approval Workflow
Description:
Currently, the PandaDoc approval workflow only allows approvers to approve or reject documents. There is no option to request additional information or supporting documents and route the document back to the requester.We request a feature that allows approvers to:
Ask for more information/documents
Send the document back to the requester
Allow re-upload of supporting files
Resume the approval flow after updates
This will improve control, reduce rejections, and make the approval process more efficient and business-friendly.
1 vote -
Merge Columns in Pricing Table
Merge columns in pricing table
1 vote -
Interactive AI avatar proposal for automated Q&A - Lemonslice
We’d love to see a direct integration with LemonSlice (or similar platform) to embed an AI avatar of the salesperson (using a photo) into each PandaDoc proposal. This interactive agent would:
Appear as the person sending the proposal
Answer customer questions in real time using proposal content as context
Help clarify details, reduce back-and-forth emails, and speed up decisions
The avatar would be automatically generated when a proposal is sent, using the document data and salesperson’s photo. Customers could then interact with it inside the proposal viewer - no extra links or tools needed.
This would create a smarter, more…
1 vote -
1 vote
-
Export documents in Markdown format
Hi there, it would be great to have the ability to export documents in .md format. Google Docs/Sheets do it too, and this is way better for AI to use and learn from our documents this way (without writing python scripts to read PDF/.docx files).
Thanks for considering this feature.1 vote -
Send notification to sender once a payment is initiated by a recipient
Send a notification to the sender once a payment is initiated by a recipient
1 vote -
Send a viewer of a PandaDoc Room to Hubspot as a new contact
When someone logs in to view content from a sales room, push their data to Hubspot to create a prospect if they are not in Hubspot already.
1 vote -
Recipient Filtering
Can no longer filter our documents by multiple recipients at one time. It now only let's me filter for on recipient at a time.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
-
Tracking the number of extensions per document
Can PandaDoc track:
Number of extensions per document?1 vote -
Option to set up a trigger on a partially signed document
we are wanting to set up an automation with our HubSpot account. However, we need an automation to run only 1 our of 2 people have signed the document? (partially signed).
1 vote -
Either/Or signing (one-of-many authorized signer)
Title: Either/Or signing (one-of-many authorized signer)
Request: Add an “either/or signer” recipient type so a document can be sent to two (or more) authorized signers, but only one signature is required to complete the document.
Expected behavior:
Sender selects a signer group (e.g., Signer A OR Signer B).
The document completes when any one signer in the group signs.
Once one signer completes, the remaining signer(s) are automatically marked as not required and can no longer sign.
Audit trail/certificate records who signed and that the others were optional.
Optional: ability to restrict the group to specific emails/domains for compliance.
Why…1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
-
[ActiveCampaign] option to autosend documents.
Option to autosend documents from ActiveCampaign
1 vote -
[ActiveCampaign] map fields from PandaDoc
Map fields from PandaDoc to ActiveCampaign
1 vote -
companycam integration
It would be amazing to have a company cam integration. We use it extensively for our proposals and putting those images into pandadoc would be EXTREMELY helpful for visual proposals
1 vote -
Dynamic column show/hide in CPQ workflows
It would be nice if quote builder columns could be dynamically set to show/hide to end user utilizing the rules engine in workflows. We have multiple use cases where this is valuable: multi-year agreements with price fluctuations, multi-component dynamic true-up clauses.
1 vote
- Don't see your idea?