7521 results found
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2 votes
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2 votes
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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 vote -
Tracking the number of extensions per document
Can PandaDoc track:
Number of extensions per document?1 vote -
[Reports] Show details about the report itself (Who created the report and when it was created).
Currently, you are unable to see who created a report and when it was created.
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 -
Ability to print signatures on paper documents
Ability to print signatures on paper documents and align with the formatting.
1 vote -
Email notification when ALL items in the Action Plan have been completed
Currently we get a notification when every single action item is completed, but not when the entire action plan has been completed. This would be preferred.
1 vote -
Convert uploaded PDF to docx version
Convert uploaded PDF to docx version
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 vote -
Feature Request: Link PandaDoc Documents to HubSpot Company Records
Allow PandaDoc documents to be associated directly with HubSpot Company records, not only Deal records.
Current Limitation
At the moment, PandaDoc documents can only be linked to HubSpot Deals. This creates friction for teams that manage long-term relationships at the Company level rather than through individual Deals.Requested Enhancement
Enable PandaDoc documents to be linked to HubSpot Company objects, with the ability to:Associate documents directly with Company records
View all related PandaDoc documents within the Company timeline
Optionally sync document status and metadata (sent, viewed, signed, value, date) to Company properties
Why This Matters
Many B2B organizations operate with:…
1 vote -
1 vote
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1 vote
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Option to set deposit percentage on pricing table
Each plan requires a different deposit percentage (20%, 25%, 30%)
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 -
calculation or ability to use formulas in fields
I have five dropdown fields with numeric values. I need to place another field that displays the average of those five dropdown fields. In Docusign, we achieved this with a formula field. I can't find the equivalent in PandaDoc. How would I display the average of those fields in PandaDoc?
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 -
I need to simply send an email with a customers plans attached after they complete a binder agreement
I need a way to have panda doc email a clients plans after they have completed the initial agreement and made a payment. The document would be unique for each customer, so we would have to setup the document that should be sent at the same time we are setting up the binder agreement. I feel like this is something I should already be able to do but cannot for the life of me see a way to do it.
1 vote -
disable email notifcation for in person signing
Is there a setting on a template so that when a user signs in person, they receive no email about the document at all?
1 vote -
Allow the same templates in multiple folders
I want to put the same template into two different folders. Each employee has a folder and I want to essentially have shortcuts to the same templates for both of them.
1 vote
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