3784 results found
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Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
7 votes -
7 votes
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Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
7 votes -
7 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Export Report of a Single Document
Be able to export a particular documents usage: who has viewed, downloaded, completed.
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
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More text font size options (right now, only even numbers allowed)
Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number
7 votesHi,
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!
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Room-related webhook events (such as room.created, room.viewed, etc.)
Function that would allow customers to detect Room activity via the API and connect it to their CRM data.
6 votes -
Attach quote as a PDF, when quote is sent
Please add an option to attach a PDF copy of the quote to the email PandaDoc sends recipients. Currently the email only links to the dynamic quote. Many customers prefer a PDF they can save, forward. Ideally a toggle at the template/workspace level.
Not just attachment on completion.
6 votes -
Ability for SSO group-based provisioning to also apply to existing users on future logins
Currently, SSO group-based provisioning in PandaDoc only applies during the initial user creation at first login and does not update group assignments on subsequent logins for existing users. We would like to request the ability for SSO group-based provisioning to also apply to existing users on future logins, so that group membership and related access can be dynamically updated based on IdP group changes.
This enhancement would ensure that user access remains aligned with identity provider group assignments over time, reduce manual administrative updates, and improve overall access management accuracy and security.
6 votes -
Add the chat feature back in the new editor
I need the chat dialogue box it's critical. It was the deciding feature for us staying with Pandadoc. Docusign has this feature.
6 votes -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
6 votes -
Share template folder with other workspaces
Ability to share a template folder with other workspaces
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Ability for CC recepient to be added on the auto reminders
For the CC receipient to receive the notification for auto reminders
6 votes -
CPQ Workflows report for tracking usage
We would like to track CPQ workflows usage to see how our users are adopting the new process.
6 votes -
Display Vimeo Video Thumbnail on PDF
Display the Vimeo video thumbnail on the downloaded PDF instead of a red YouTube icon.
6 votes -
Allow Admin to login as other users to verify account settings and/or troubleshoot
As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.
6 votes -
email notifications when an automation has issues
receive email notifications when an automation or integration have issues
6 votes -
API: OpenSolar API
Ability to integrate with OpenSolar API
6 votes -
[Word Import] Correct issues with the line spacing after MS Word documents have been imported into PandaDoc.
After a Word document is imported, line spacing is not kept.
6 votes -
Formatting properties as percentages
HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).
6 votes
