7425 results found
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Display Clear Message for Bulk Send Restriction in First 14 Days
New customers on Annual Business or Enterprise plans cannot use Bulk Send for the first 14 days after account creation. Currently, attempting to use Bulk Send shows a vague error message (“An error has occurred”), causing confusion.
Show a clear, user-friendly message indicating that Bulk Send will be available after 14 days, optionally including the exact availability date and a link to relevant documentation.
This improves onboarding experience, reduces customer frustration, and decreases support tickets related to Bulk Send.
1 vote -
Access to the Learning center with the EU account
Option to log in to the Learning Center if you have a PandaDoc EU instance (pandadoc.eu) account.
1 vote -
Make SMS verification be a mandatory setting that staff cannot forget to do – and this is important to show we are complying with our
Make the verification be a mandatory setting so that the staff or document creator can't overlook it.
1 vote -
Apply one time zone to all workspaces at once.
PandaDoc doesn’t offer a way to change time zones programmatically or in bulk across all workspaces. Each workspace’s time zone still needs to be set manually under Settings. Requesting a feature that would allow to apply one time zone to all workspaces at once which would be especially helpful for organizations managing several workspaces.
1 vote -
Webhooks: The ability to see who are the collaborators on a document or a webhook kick off when someone is added as one
"Is there is way to see who is collaborator on a document or a webhook kick off when someone is added as one? The update document trigger event does not seem to notice when a collaborator is added to a document. "
1 vote -
Support for 3-Object Token Merges and Custom Object Sync in HubSpot
We use HubSpot Enterprise and have a custom object called “Suites” that’s linked to Contacts (tenants) and Companies (properties).
We need PandaDoc to pull data (tokens) from all three objects when creating documents — Contact, Company, and Suite — but right now it only supports two.
Can you please request or enable:
The ability to pull tokens from three associated HubSpot objects, and
Support for syncing and using tokens from custom objects like our “Suites” object?
This would help us generate complete lease documents directly from HubSpot.
Thank you!
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1 vote
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Remove the locked in lines on the forms and change font size
Make the forms so that when placing the signature block on the page the signature doesn't lock into a random line that doesn't line up with actual signature line and change the default signature font size to 12 instead of 15 so it fits on most forms.
1 vote -
Reduce Whitespace in Quote Builder
Our quote builder is set up like an excel document, and used to fit nicely on a single landscape excel page. With PandaDoc there is so much wasted space, and column text gets ultra skinny because you aren't able to reduce column and row margins enough.
1 vote -
Make KML files a supported file for attachements
We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.
1 vote -
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
1 vote -
Ability to sort folders/files in PandaDoc Room
When creating a PandaDoc room or adding files/folders, it would be good to be able to control the sort order - or even if it defaults to sort by file/folder name. Then, Clients can be trained to use a standardized folder structure. E.g.:
01Contract
02Onboarding Docs
03Kickoff Call Notes
04Deliverables
05_FAQ Resources1 vote -
Hot keys for bulleted and numbered lists
Hotkeys for adding bullets and numbered lists (e.g.Command + Shift + 7 or 8)
1 vote -
Ability to unzip files with overly long file names
Be able to to unzip downloaded files with overly long file names.
1 vote -
"Back" in browser exits Rules Builder inside Quote Builder back into menu. Stop this
When editing the details the rules inside of a quote, make "back" take you to the quote page, rather than exiting out of the template altogether
1 vote -
[Variables] more options for the Role variables/apply custom variables to the role
More options for the Role variables/apply custom variables to the role
1 vote -
Add conditional logic to Tokens
Since PandaDoc integrates very well with most CRM software's, it would be very helpful to have conditional logic features based on the information PandaDoc is accessing through an integration from a CRM. Currently, it is extremely cumbersome to have to create separate PandaDocs for various client scenarios that are being pulled from a CRM. With conditional logic built into the Tokens this would streamline the process to allow one document to vary based on information inputted from the CRM
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Remove/Turn off send to SMS option.
By default, SMS is included along with sending the document via email. ("Email / Text (SMS)"). Request for the SMS option to be removed/turned off completely, for users that will never use this method.
1 vote -
copy all completed docs to sharepoint
Instead of just making templates available to download automatically to Sharepoint, please make it to where we can assign sharepoint folders to all documents. Example: if I have a folder titled Proposals in my Sales Workspace I should be able to assign an automation that any document added to that folder also uploads to Sharepoint. Also, there should be a way to assign a folder to all signed docs. Example: I send a document that isn't a template, after it is signed it automatically goes to a backup folder in Sharepoint.
1 vote
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