7652 results found
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Improve Template Click Workflow
Clicking on a template title should create a new document by default. Editing the template should live under the “More” dropdown. This would align with common UX expectations and reduce accidental template edits.
1 vote -
Change the Pandadoc contract status to "declined" when the HubSpot deal stage is equal to "closed lost"
If a deal is lost, I would like the related contract in Pandadoc to be updated automatically from "Sent" or "Viewed" to "Declined" when the HubSpot Deal Stage is moved to "Closed Lost". This would help us organize our contracts - without this automation we have to manually set the status when we lose a deal, making it more time consuming. If these were automatically set to "Declined" we could also automatically send them into a "Lost" folder for analysis to learn what went wrong with these proposals. The automations offered need to go both ways, not just Pandadoc -->…
1 vote -
Installment: Allow custom percentage or percentage with decimal
Right now, when setting up installment schedule, you can only set whole number percentages. Allow custom percentage or percentage with decimal like %5.2
1 vote -
Custom Hyperlink colors in the Quote Builder
Allow folks to choose what colour hyperlinks are.
1 vote -
On the document viewer page add a link to force out a reminder email.
On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.1 vote -
Updating Catalog from Proposal
I have an entertainment company in Las Vegas. I use PandaDocs to send out proposals to my clients. I utilize the catalog feature to organize the various talent, acts, and activations we offer to our clients. I’d like to suggest a few changes to the platform that would enhance my process and make it more efficient and user-friendly.
When I add an item from the catalog to a proposal, I often find that the item requires updates. It would be beneficial if I could update the item directly in the proposal and then sync the update back to the catalog.…
1 vote -
Reporting: Custom date ranges that go to a future end date
Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.
1 vote -
Auto-update "existing" templates and documents once content library item is updated
enable this option for existing templates and documents, not just new ones.
1 vote -
Enable image resizing flexibility on content and cover pages.
Request to add flexible image resizing functionality on standard content pages and cover pages
1 vote -
Include "Optional" field in the document signing wizard (The yellow "Next" button).
Right now, the "Next" button only takes the signer to the required fields. If there are any optional fields in between, they will skip it.
Provide a way to include "Optional" fields when the signer is pressing the "Next" button, so that they won't miss it.
1 vote -
Move Text Block with Arrows Keys
Can move text blocks using arrow keys
1 vote -
Adding HubSpot line item properties to the Quote Builder
Could we have the feature to add custom line item properties as columns to the quote builder? We are able to do so using the pricing table.
1 vote -
Allow sorting of folders and documents within folders A-Z
Be able to sort folders and documents within folders A-Z. Like Windows Explorer. When you get a long list of customer project, it becomes cumbersome and inefficient to find what you need. Should be able to click in the column header to sort, Best would be to have both the folder/document title, date created. So people can readily find either by name or by newest or oldest. Very surprised PandaDoc does not have this, it's such standard software functionality. Feels like some program barely out of it's first beta, to be honest.
1 vote -
Allow multiple checkboxes to apply conditional logic to the same variable
Allow a way to add multiple rules for the same field.
Eg, they would like it set up so that if you select either one of multiple check boxes, it will show the same variable. In this case, it's selecting either C Corp, S Corp etc to then prompt someone to enter their EIN as shown here:
1 vote -
BRING BACK TRANSFER DATA!!!
I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.
I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes.…
1 vote -
pass custom parameters to the redirect url
Today, the Redirect URL after completion setting appears to be static. It would be extremely valuable if this redirect could be dynamically customized per document/session via integrations (e.g., Make / Zapier) or via variables, so customers can redirect signers to different landing pages and pass custom query parameters.
Why this matters (use case):
We run multiple campaigns and need to send signers to different LPs depending on:
document template / campaign
recipient / segment
region / language
deal owner / pipeline stage
We also want to pass tracking parameters such as:
utmsource, utmcampaign, utm_content
internal IDs like doc…
1 vote -
Age Verification
Alongside the current identity document verification, PandaDoc should also offer an optional Age Verification / Legal Age Check.
Why this is needed
In many use cases, it is not sufficient to verify only the authenticity of an ID document. We also need to confirm that the person is of legal age (18+), or in some cases meets the country-specific age requirement (e.g. 18, 21, etc.).
Expected functionality
Verify the ID document as usual (existing feature)
Extract date of birth from the document
Automatically validate whether the person meets the legal age threshold
Ideally, allow country-specific age rules depending on the…
1 vote -
Add AI Chatbot to the PandaDoc app for Mobile
Make AI Chatbot available for the PandaDoc app for Mobile.
1 vote -
Team Dashboard Add Back Button after drilling into someones dashboard
In Team Dashboard when you select a name and pull up the metrics for the team member, then go into one of the options (ie View) and when you click the back button it does not take you back to the team member dashboad but the Team Dashboad as a whole. Sounds like this is something that PandaDoc has not thought of having a back option so it takes you back to where you last were and not from the start which is not efficient
1 vote -
editing content in quote builder
Edit content directly within the columns without having to open the Edit Quote page.
1 vote
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