7484 results found
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Collecting ACH for later use using Pandadoc
currently I'm using the Credit Card "Collect Billing Details" content form in the pandadoc. I'd like to give them the option to use either CC or ACH. The trick here is that we arent charging them upon completion of the pandadoc but will be charging them after their trial period. so I cant use the native ACH function at checkout for the pandadoc. I only want to pull the ACH details into Stripe when they sign and control the subscription from stripe. is this possible?
1 vote -
Share templates with CLIs across workspaces
Content Library items are not carried over when sharing templates across workspaces. When we share a template to another workspace, the Content Library elements inside that template do not transfer automatically. As a result, we must either (a) manually share each Content Library item or (b) recreate all missing items in the other workspace. This creates additional work and increases the risk of inconsistencies.
1 vote -
Show reminders coming from document creator
Be able to show Auto-reminders coming from the document creator, not the document Owner
1 vote -
Customize the expiration time, not only the date.
Customize the expiration time, not only the date. If I send a document at 14:37, I want it to expire at 23:59, not at 14:37. For example: I create a document at 14:37 on 01.12.2025. I want it to expire in 3 days. PandaDoc will now let it expire on 04.12.2025 at 14:37. But it does not make any sense to expire at this time. At our company all documents expire at midnight. I want to be able to customise the exact time of expiration, not only the date/day.
1 vote -
All customer email and communication needs to be part of the integration of PandaDoc and Hubspot.
we need the email correspondence from the PandaDoc signing process (both your sends and recipient replies) to be logged in the activity log of the customers Hubspot account. We log all customer communication in HubSpot and now these emails are missing from our records as they do not transfer over.
1 vote -
New Design & general feature parity on EU Server
Looking for feature parity between PandaDoc US and EU server. I was generally not available that templates are not available, the new design is not available, rooms, mobile app etc. are not available etc on the EU Server. We need the EU server for regulatory reasons, so it's vital that this option exists. But finding out that it seems to be a less maintained/delayed version of PandaDoc US is frustrating, as this was not mentioned during the sales process. I'm worried about what other limitations I will find.
1 vote -
Improve the page brake
The page break isn't accurate. When you download the document to a PDF, the page doesn't brake where it says in editing mode.
1 vote -
Option to include the attach file to the completed signed document PDF
Option to include the attach file to the completed signed document PDF
1 vote -
Solicitação de melhorias
Face nossa necessidade de serviço, solicitamos que seja possível enviar mais de um lembrete de assinatura, por pessoa, por dia. A mesma pessoa pode precisar assinar mais de um documento, diferente, por dia, e essa restrição de assinatura está impactando negativamente o andamento de nossas tarefas.
Exemplos:
1) uma pessoa pode receber mais de um documento (diferente) para assinar;
2) nossos técnicos precisam cobrar assinaturas de vários documentos, para vários usuários distintos, e a limitação de enviar os lembretes, está prejudicando esse procedimento.
Essa funcionalidade de ser possível enviar lembretes diários para os usuários, era permitido anteriormente, na oportunidade que…1 vote -
Fix the New Navigation
The new navigation makes it so that what I used to be able to do in one click now takes multiple. When I log in, it takes me directly to my drafts, but I am not the one creating the drafts. In order to get to the team drafts, I have to click on Team Dashboard, then Drafts. If I click directly onto "Documents," the drafts are intermixed with the other document statuses and there is no option to just see the drafts. So then I have to click back to Home > Team Dashboard > Drafts.
This is not…
1 vote -
[API] Create Session for Embedded Signing with Recipient Groups
It will be extremely time-consuming to utilize Pandadoc without this functionality, if possible at all.
Since we are relying on the Pandadoc API and Embedded Signing to integrate Pandadoc into our platform, we need to fulfill certain business needs. One of those needs is to allow for several users from a given organization the opportunity to sign a document. That means we do not know who from an organization will sign into our platform to make a signature.
What does that mean for our use of Pandadoc? Well, as I understand it, we need to create a document…
1 vote -
preserve field-to-role assignments when pages are duplicated—whether in a template or in a live document.
Could we preserve field-to-role assignments when pages are duplicated—whether in a template or in a live document? Currently, When we are duplicating pages within a document, we noticed that fields that were assigned to different roles end up getting reassigned to a different or just one role.
1 vote -
HubSpot Cannot Process PandaDoc Webhooks
HubSpot requires Record ID's to be ingested as NUMBER type data.
PandaDoc currently sends custom Webhooks with a "linked_objects" header in the JSON payload, but this is a STRING.
When building a Custom Event or Webhook Receiver in a HubSpot Workflow, the build attempt will always fail because it cannot parse the STRING or coerce it to NUMBER, and results in a failure to finalize the webhook.
1 vote -
Feedback
From the documents view, when you hover over a specific document and click the menu that appears, when you go to click on CHANGE STATUS the menu quick shifts down one item so I have clicked ARCHIVE a bunch of times. This would be a nice fix to not have the menu change once it's opened.
1 vote -
We would like a way to lock signature list on templates
We would like a way to lock signature list on templates. We have had users add additional signatures that are not needed on our forms.
1 vote -
Disabling the payment option
Option to disable the payment feature on the document.
1 vote -
custom pricing table field mapping in Zapier's PandaDoc integration
Currently the Pricing Table field mapping in Zapier is extremely limited, making it challenging to use pricing tables in dynamic ways. It would be great to be able to map data to custom Pricing Table fields in Zapier, or to be able to map to more than one pricing table within the zapier/pandadoc integration.
1 vote -
Account owner's appoval if chaning the Guest License to Full (Standard)
We would like the ability to require admin approval before a license is changed and invoiced.
1 vote -
The specific format where the original price is struck through and the discounted price appears below
The ability to show the original price struck through with the discounted amount below, and a separate “Unit Discount” line under each item. Do some customization to the Pricing Table. A way to create a custom column in the pricing table, and have that custom column reference Line Items from Hubspot.
1 vote -
Zoho 2-way sync: update fields
We really want to be able to update deal or quote fields with what they fill out on the deal, this is helpfull for are team to know if billing or shipping change on the quote. Without it our teams needs to manual check with what they have inputed in.
1 vote
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