3784 results found

1. Ability to set Default Role when Inviting new Users

   If the account has custom roles- make it appear as default when a new user is invited.

   Allow Member Role to be a default role when inviting new users.

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   2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

2. Ability to remove header

   Remove header block.

   10 votes

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   1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →

3. hubspot to pull tokens from multiple objects

   Ability to pull tokens from both Deal and Contant records simultaneously

   10 votes

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   1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →

4. Page borders
   10 votes

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   3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →

5. Ability to drag/move Support Chat Icon

   Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

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   1 comment  ·  Other  ·  Delete…  ·  Admin →

6. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

   Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

   10 votes

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   3 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →

7. Document deletion restriction for non-admins/managers / restrict deleting completed documents

   There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

   Ability to only delete drafts and approved contracts, but not signed contracts

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   2 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →

8. Approvers outside of PandaDoc

   Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

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   1 comment  ·  Approvals  ·  Delete…  ·  Admin →

9. Monday.com integration
   10 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeria Pochapskaya responded

   The integration is released: https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com

10. Capsule CRM

    Integration with Capsule CRM

    10 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →

11. Tokens for products in Pipedrive

    Create the "Products" tab (the same as "Deal, "Organization", Person") in PandaDoc window in Pipedrive (... -> View tokens) which will have product tokens (including tokens for product custom fields).

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →

12. PandaDoc delivery email shows who else is on the PandaDoc from within delivery email

    When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    10 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →

13. Dynamic Content with Salesforce

    The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Smart content block. Conditional content

14. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file
    10 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Reporting

15. Localization: Page numbering in another language

    The option to change the page numbering (in PDF) to another language (Dutch).

    10 votes

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    0 comments  ·  Localization  ·  Delete…  ·  Admin →

16. InfusionSoft / Keap

    Integration with InfusionSoft / Keap

    10 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →

17. Localization for EV2
    10 votes

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    Released  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →

18. Inline Commenting

    ability to delegate tasks and collab on specific pieces of text or blocks within a document

    10 votes

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    Released  ·  1 comment  ·  Delete…  ·  Admin →

19. [Word Import]: When MS Word documents are uploaded to PandaDoc, the fonts mirror the original document settings.

    Keep the fonts after Word file was uploaded into PandaDoc.

    9 votes

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    1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →

20. Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025

    When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc CRM card.

    PandaDoc document metadata cannot be edited, so users are unable to re-link any existing PandaDoc documents to the new HubSpot object created by the merge process.

    For example, see reported issue in HubSpot Community Forum: https://community.hubspot.com/t5/Third-Party-Apps/PandaDoc-no-longer-visible-in-Merged-Contact-Record/m-p/1121922#M422

    Suggested solution: The updated HubSpot merge functionality saves merged object IDs in the hsmergedobject_ids property. If the PandaDoc integration were updated to display all documents on the CRM card where the document metadata HubSpot ID matches the current object ID OR any of the merged object IDs, all associated PandaDoc documents would appear on the CRM card on the new object.

    HubSpot users please upvote this issue so that PandaDoc documents appear on merged Contacts and Companies.

    When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc… more

    9 votes

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    1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →