7423 results found
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Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
7 votes -
Hide Grand Total Settings
Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.
7 votes -
[Bulk send] email design
Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).
7 votes -
7 votes
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Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
7 votes -
Export Report of a Single Document
Be able to export a particular documents usage: who has viewed, downloaded, completed.
7 votes -
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 votes -
Webhook: Event for Approved Document
webhook event for document approved
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 -
n8n.io
Integration with n8n.io
6 votes -
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…
6 votes -
Feature that disables the download option by default and automatically enables it once the document has been approved
Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.
Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.
6 votes -
Rooms: option to arrange folders
Option to arrange folders in Rooms
6 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Enhanced 2-Way Product Sync between Salesforce and PandaDoc
Currently you have an automation that updates Salesforce Opportunity Products if there are changes made to certain fields in the PandaDoc (e.g., Discount, Line description, Quantity and Sales price), when a status changes to either Sent or Completed.
It would be good to be able to update Opportunity Products in Salesforce, the entire products or parts of a product, and then be able to update the table in PandaDoc to avoid double handling. If I want to remove a product from PandaDoc, I also have to remove it from Salesforce and vice versa.
6 votes -
6 votes
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More Rooms notification options for other members
Options for all members to receive the same notifications as the owner
6 votesHi. 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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Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
6 votes -
Rooms notification for past due task
Customer would like the rooms to have an additional notification to their client when they are already past due with the task.
6 votes -
6 votes
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