763 results found

1. Ability to remove custom formatting of the text so that theme settings are applied

   Currently custom formatting is overriding the theme settings and there is no way to remove it

   3 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Document design

2. Central Point for Users in Organization

   Central place to review all the users and their membership in workspaces.

   3 votes

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Admin panel updates

3. Pass currency formats from Zoho
   3 votes

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   Released  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →

4. Pass Deal Info From Hubspot Using Zapier

   Be able to pass deal information using Zapier and Hubspot

   3 votes

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Zapier

5. Reoccurring charge in Hubspot
   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Victoria Solovey responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Send product information to a quote builder block in PandaDoc

6. Upload a signed PDF instead of the original document at the point the status is changed manually

   Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

   When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

   3 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

   We released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info.

7. [Doc2doc] Transfer pricing table

   Doc 2 Doc Enhancements
   - transfer pricing tables

   3 votes

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   Released  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

8. Complete Italian localization

   The "Hurray! Document completed" message should be in Italian

   3 votes

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   Released  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →

9. Hide borders for individual borders on the Editor 2.0

   The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.

   3 votes

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Table borders

10. Zendesk Support for Editor 2.0
    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Zendesk Support

11. Required fields

    Make all fields required when placing them in a document

    3 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

12. Uploaded signature for the Editor 2.0
    3 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →

13. BulkSend in Editor 2.0 Ev2

    BulkSend in Editor 2.0

    3 votes

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    Released  ·  0 comments  ·  Delete…  ·  Admin →

14. Bulk Users Invite

    The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Invite users via link: https://support.pandadoc.com/hc/en-us/articles/360007814954-Add-and-remove-users-#h_01F2RZSGXS554WFW5W8CVPEPXA

15. Add the ability to skip or remove the Collect Payment step at the document level (new editor)

    In the classic editor, we could add or remove payment on a per-document basis directly from the right-hand panel. This gave us the flexibility to decide at the time of creating a document whether payment collection was needed — without having to go back and modify the template every time.

    Since the new editor rollout, payment is now controlled exclusively at the template workflow level. If a template has a "Collect Payment" step, every document created from it is forced through that step with no way to skip or remove it on the fly.

    This is a significant workflow regression for teams that reuse the same template for different scenarios — some of which require payment and some of which don't. Currently, the only workaround is to maintain duplicate templates (one with payment, one without), or edit the template workflow every single time before creating a document, which is time-consuming and disruptive — especially for larger teams.

    A simple on/off toggle at the document level to skip or remove the Collect Payment step, without needing to modify the source template.

    In the classic editor, we could add or remove payment on a per-document basis directly from the right-hand panel. This gave us the flexibility to decide at the time of creating a document whether payment collection was needed — without having to go back and modify the template every time.

    Since the new editor rollout, payment is now controlled exclusively at the template workflow level. If a template has a "Collect Payment" step, every document created from it is forced through that step with no way to skip or remove it on the fly.

    This is a significant workflow regression… more

    2 votes

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    0 comments  ·  Workflows  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Enabling or disabling payment on a document

16. Require email verification before viewing a document via public link to accurately track viewers

    Currently, when a document is sent to a recipient via PandaDoc, anyone who opens the public recipient link - including internal team members - is recorded as a view in document analytics. There is no way to distinguish between an external recipient viewing the document and an internal employee accidentally clicking the same link.
    The requested feature: when a user clicks a document's public link, PandaDoc should prompt them to enter their email address before granting access. This would allow PandaDoc to:

    Accurately identify who viewed the document
    Distinguish internal (team member) views from external (recipient) views
    Optionally exclude known internal email domains or users from recipient analytics

    Business impact: Users relying on document view analytics for tracking customer engagement receive misleading data when internal team members click recipient links. This affects trust in PandaDoc's analytics and is especially impactful for sales and operations teams where document open tracking is a key workflow signal.

    Currently, when a document is sent to a recipient via PandaDoc, anyone who opens the public recipient link - including internal team members - is recorded as a view in document analytics. There is no way to distinguish between an external recipient viewing the document and an internal employee accidentally clicking the same link.
    The requested feature: when a user clicks a document's public link, PandaDoc should prompt them to enter their email address before granting access. This would allow PandaDoc to:

    Accurately identify who viewed the document
    Distinguish internal (team member) views from external (recipient) views
    Optionally exclude known… more

    2 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Email code verification

17. Remove payments in a document level

    On the new editor, you are only able to remove payments on a template level. Please add back the functionality to remove it on an individual basis on a document level.

    2 votes

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    1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Disabling payment for a specific document

18. Inline fields inside the table block

    Inline fields to be utilized inside a table block

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Inline fields

19. Interface

    Please go back to the old interface and layout. The new interface and layout make's no sense. Trying to make it sleek and modern when there was nothing wrong with the old interface. Please go back and get rid of this new one. You also have to open the Template to create a document now, instead of being able to hover over the template and create a document.

    2 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the video below!

    Create a document from a template

20. improve the email notification when a collaborator is invited.

    When a collaborator is invited, the email notification should display the name of the document they are invited to collaborate on, rather than showing the workspace name.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the image below