7330 results found
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Automatic logout
PandaDoc keeps me logged in even if I’m done working. When I come back to do something, I’m still logged in. This is a security concern. is there a way to change this?
1 vote -
Smart Forms: mapping fields improvements
I need to map the fields in the Smart Forms to fields in the Document Template. We have 100+ fields in teh Smart Forms and it's really hard to map because the selection in the dropdown are not alphabetical and there's no way to do a quick filter. See attached screenshot.
1 vote -
disable attachments to Zoho CRM while keeping email attachments
disable saving PandaDoc document attachments to Zoho CRM while still keeping email attachments enabled.
1 vote -
Add non-roman characters
Can non-Roman characters be added to the editor and to the recipient language?
1 vote -
Ability to make payment as refunded
We anticipate some clients may request refunds, and for internal tracking, it would be helpful if the engagement status reflected that rather than just showing as “Paid.” This would also help us with the total, under the payments section, accurately reflecting the total paid amount.
1 vote -
When selecting a product from a Product Box - group all products together to improve the view
When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote
1 vote -
Auto and Manual sort of products on Forms and Quotes
Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.
It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.
1 vote -
Apply Recipient verification on Template level
ID Check to be on by default for "Recipient" for new Documents created from new Template
1 vote -
Document Generation via AI
🔍 Problem Statement
What’s the problem this feature is solving? Why does it matter?🎯 Use Case / Desired Outcome
What would the user experience look like if this existed? Describe how a user would interact with it.🧠 Proposed Solution
What specifically would you like the AI to do? Is it generating entire documents, specific sections, summaries, or something else?🔁 Current Workaround
What do you or customers do today to accomplish this, and what are the limitations?🌟 Impact
How would this feature improve workflow, save time, or increase revenue/retention?🧪 Optional: Customer Interest / Accounts
Do any…1 vote -
Payment variables
Payment variables: system variables that will reflect the details of the payment setup configured on a document
1 vote -
Embedded Template Editor: Add Design Tab
Add the design tab as it is in the regular UI to the embedded editor, so that formatting options such as page number display can be set.
1 vote -
Automatically enabling ID verification on previously created documents and templates.
Ability to automatically enable ID Verification on previously created document
1 vote -
Linked fields in Smart Forms.
Linked fields in Smart Forms.
1 vote -
Issue with Recipient Group Naming & API Usage
Issue:
Currently, when adding a new Recipient Group through the PandaDoc API (or manually) with the exact same name as an existing group, the existing group's members are overwritten or updated with the new group's members, instead of creating a distinct new group.Impact:
This behavior causes significant issues and data inconsistencies, particularly when managing recipient groups programmatically via the API, as it leads to unintended changes in existing recipient lists.Proposed Idea/Solution:
Please implement a system that ensures recipient groups with identical names are treated as separate and distinct entities. This could be achieved by:Automatically appending a unique…
1 vote -
Enable Send Manual Reminder API for Recipient groups
Enable Send Manual Reminder API for Recipient groups
https://developers.pandadoc.com/reference/createmanualreminder
1 vote -
Salesforce Child Object Repeater Fields (Non-Product)
I have the need to use tabular data that is non-product related into my Pandadoc templates.
What I mean by this is for a quote / proposal or other primary object, I have custom lookup objects in Salesforce that needs to be mapped in a repeatable way into a standard table in Pandadoc.
I don't want to use a pricing table or quote builder table, just a standard table with rows that repeat for each related lookup object associated with my primary object, say a quote or an opportunity in Salesforce.
Even better would be an upsert functionality with form…
1 vote -
Flexible Formatting in Quote Builder and UI Notifications When a Formatting Issue and Breaks CRM Sync
We use PandaDoc with HubSpot. Current formatting requirements are very rigid. Would be very helpful and improve readability for our customers if quotes could have simple flexibility such as US date formatting option, forward slash or period for dates instead of strictly hyphens, and commas allowed for numbers.
It would also be very helpful if a simple notification appeared in the UI when there is a sync error. We have had ongoing mysteries with our team that can take 30-45 minutes to track down sometimes because a simple value mismatch has occurred (e.g. a comma used in a number, date…
1 vote -
Ability to Switch from Mobile Browser Version to Desktop Browser Version on Mobile Phone
Currently when you open PandaDoc.com on a mobile browser, the mobile version of the site displays, but there's no way to opt out of that version & continue displaying/using the full desktop version.
As someone who prefers to use a mobile browser over an app, it would be nice to at least have the option to display the full site on my mobile browser.
The mobile version still has very limited functionality, and as an admin I'm often asked to do simple tasks like check out settings/integrations/etc. As it stands now, I have to pull out my laptop to do…
1 vote -
[Licenses] Show how many users are occupying a license in the Billing section
Rather than just showing the number of seats being paid for, show how many users are also using the license.
1 vote -
Payment Integration: Bunq as a payment gateway.
Requesting an integration with Bunq as a payment gateway.
1 vote
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