2991 results found
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Ability to reorder documents in Rooms
Enable users to arrange the sequence of documents in the Room based on preferred importance and priority.
3 votes -
Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
Create Bundled Products via API
the ability to create bundled products via API
3 votes -
3 votes
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Bulk removal of a specific approver.
Right now, you can only remove an approver on a template or draft document level. Provide a tool that can bulk remove an approver from all template or draft document that they are an approver on.
3 votes -
SMS verification code expiration extension
Ability to extend SMS verification/access code expiration
3 votes -
Ability to remove Workspace Team/Type settings
Ability to remove or reset Workspace Team/Type or provide more flexibility to modify workspace structure as organizational needs change
3 votes -
Conditional logic for "Send another document" automation — trigger based on certain criteria
A user sends a proposal. If the sender belongs to the Enterprise team, a follow-up MNDA should automatically be created and sent to a third-party contact pulled from the CRM. If the sender belongs to SMB, no follow-up is needed.
3 votes -
Downloads: add recipient name to the document title
When multiple documents with the same title are downloaded in bulk (documents are bulk uploaded), PandaDoc automatically adds numbers to the file names, which makes it difficult to distinguish between them. It would be helpful to include the recipient’s name in the document title instead.
3 votes -
Dynamic "Required Fields" Progress Counter
The recipient view displays the total number of required fields in the document, regardless of whether they have already been populated. For example, if a document contains 20 required fields and 18 are pre-filled via the API, the counter still displays "20 fields required."
Proposed Improvement: Update the counter to reflect only the incomplete required fields. In the scenario above, the UI should dynamically update to show "2 fields remaining."
For customers who pre-populate the majority of their document data via API, the current counter is misleading and potentially impacts completion rates as recipients think they need to complete more…
3 votes -
Discount Allocation by Pricing Group: Show Final One‑Time Total (with Discounts) and Separate Monthly Total
Feature Request Description:
Summary:
-Enable users to present two clean totals at the bottom of a quote— a final one‑time total that includes all applicable discounts and a separate recurring monthly total—without discount spillover between groups.Problem:
-When a discount is applied at the total level in PandaDoc, it is distributed across the entire pricing table. This prevents users from showing a discounted one‑time total while keeping the monthly total unaffected. Current workarounds—such as splitting content into multiple pricing tables or quote builder blocks—do not resolve the core limitation because total‑level discounts cannot be allocated to only one of the…3 votes -
Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
3 votes -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
3 votes -
UKG Integration
Integrate with UKG.com
3 votes -
Edit Contact Info of a User in the Workspace
There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.
3 votes -
Printable Detailed Audit Log of Document History
Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.
3 votes -
Upload multiple files at once when adding content to a document
In the same way that selecting multiple files to upload while creating a new document is allowed, allow multiple files to be added at once to an existing document. Within a document, clicking Add Content > Upload File allows you to choose only one file to upload at a time.
3 votes -
Mandatory Decline Reasons for Better Insights
Currently, when a document is declined in PandaDoc, selecting a decline reason is optional. Making decline reasons required would ensure that every declined document includes clear feedback. This improves data quality and eliminates situations where documents are rejected without context.
Capturing structured decline reasons helps teams identify patterns such as pricing objections, contract terms, timing issues, or client concerns. With more consistent data, organizations can generate more reliable reports, refine their proposals, and improve overall close rates.
Requiring a reason before allowing a document to be declined would strengthen accountability, provide actionable insights, and support better decision-making across sales and…
3 votes -
Conditional approval based on HubSpot field
Conditional approval based on a HubSpot field.
Approval goes to a certain person if the ARR of the associated deal is over a certain amount, and does not go to that person if it is under a certain amount.3 votes -
Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder
I would like to know if billing start date will eventually be available in the quote builder.
3 votes
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