7564 results found

1. the name of the document created from an opportunity in Salesforce includes the template name + the opportunity name

   Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/39804400

   8 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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2. Signature with Conditional Approvals

   It would be nice to have the option to include signatures in the conditional approval workflow.

   8 votes

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   Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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3. Autotask

   integration with Autotask

   8 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. The ability pulling Hubspot contact fields along with the deal fields into a PandaDoc template without using role variables
   8 votes

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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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5. Description as a separate column

   The option to have a description in pricing table as a separate column (Ev2).

   8 votes

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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6. Route CRM generated documents into PandaDoc folders

   Route CRM generated documents into PandaDoc folders

   8 votes

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   Idea  ·  0 comments  ·  Automations  ·  Delete…  ·  Admin →
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7. Zoho PandaDoc Documents Section

   Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

   8 votes

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   Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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8. The content of the upload field is displayed in the document

   My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
   Is there another way to achieve this goal if the Upload Field is not the way to do it?

   8 votes

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   Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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9. filter contacts

   Filter contacts in PandaDoc based on contact info when adding as a recipient

   8 votes

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   Idea  ·  2 comments  ·  Other  ·  Delete…  ·  Admin →
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10. Save info from form fields when a PDF is uploaded to PandaDoc
    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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11. Change the email body for notifications to CC'd recipients

    So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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12. Version history: Display version of edited document in downloaded PDF

    User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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13. Show different totals for different product types in a pricing table

    Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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14. Sort contant library items alphabetically (when editing a doc)
    8 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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15. Improve Renewal Notifications
    8 votes

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    Idea  ·  4 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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16. [Bulk action] Select and edit several documents at once

    Select and edit several documents at once.

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Text color and text font transfer from Catalog to Pricing table.

    Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. Navigation Workflow Issues After Recent PandaDoc Update

    Hi there,

    I would like to share a detailed review of the most recent PandaDoc updates, specifically regarding navigation between folders while editing documents and catalog items.

    After the latest update, I noticed that whenever I close a document I am editing, the system automatically redirects me back to the main folder of the workspace — instead of returning to the exact folder where that document is stored. This behavior significantly disrupts the workflow. If I am editing a document inside a specific folder, it is because I am working on a sequence of files within that same structure. Being sent back to the main directory forces me to repeatedly navigate through multiple layers of folders just to return to the workspace I was already in. This adds unnecessary steps and slows down the entire process.

    The same issue occurs inside the Catalog. I organize my items by folders and subfolders, and when I finish editing a product, instead of remaining in the same folder to continue working on related items, I am again taken back to the start of the Catalog structure. This interrupts the logic of editing grouped items and makes the update workflow considerably more time-consuming.

    I also noticed that the Content Library is now located inside the Templates section. While we are adapting to this new structure, it is not intuitive for our use case. The Content Library is part of the document-building process, not the template-building process, and having to open Templates → then open the Content Library → then navigate again through all subfolders has added multiple extra steps to a workflow that used to be straightforward. Additionally, the same navigation issue happens there: when closing an item, the system sends us back to the top-level folder instead of keeping us inside the folder we were working in.

    For teams like ours, who work with dozens of documents, products, and content items every week, these changes have had a noticeable impact on productivity. Returning to the previous behavior — where the system keeps the user inside the same folder after closing a document, a catalog item, or a content block — would restore efficiency and eliminate unnecessary navigation time.

    Could you please let me know if this behavior is expected or if there is a planned adjustment to bring back the previous folder logic?
    I would really appreciate your feedback on this so we can understand the next steps.

    Thank you in advance and looking forward to your response.

    Hi there,

    I would like to share a detailed review of the most recent PandaDoc updates, specifically regarding navigation between folders while editing documents and catalog items.

    After the latest update, I noticed that whenever I close a document I am editing, the system automatically redirects me back to the main folder of the workspace — instead of returning to the exact folder where that document is stored. This behavior significantly disrupts the workflow. If I am editing a document inside a specific folder, it is because I am working on a sequence of files within that same structure. Being… more

    7 votes

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    1 comment  ·  Workflows  ·  Delete…  ·  Admin →
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19. Webhook: Event for Approved Document

    webhook event for document approved

    7 votes

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    3 comments  ·  API  ·  Delete…  ·  Admin →
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20. n8n.io

    Integration with n8n.io

    7 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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