2991 results found
-
Save multiple files to Salesforce for bundled documents
If the document is a bundle (contains a few documents), we should save them separately under Salesforce Files (at this point we save one generic document).
2 votes -
API: Auto-convert uploaded DOCX documents to editable format without requiring manual UI action
When a DOCX file is uploaded via the PandaDoc API, it remains static and read-only by default, and the "Make editable" conversion currently requires a user to manually open the document in the editor UI.
2 votes -
Ability to set the alignment of an Image Placeholder
Ability to select left, center, or right alignment on an image placeholder so that images uploaded via API during document creation have the correct alignment. Currently, the alignment settings only appear once an image has already been placed in the placeholder.
2 votes -
Salesforce - Template-level control for field write-back trigger
Currently, the "Update Salesforce fields with PandaDoc field values" trigger is global, and write-back behavior can only be controlled by manually configuring Merge Field mappings on each template individually. There is no centralized way to define which templates should or should not participate in the write-back.
Incase one has multiple templates, they need a template-level toggle or an allowlist/denylist in PandaDoc Setup to manage this at scale, without having to audit every template manually.
2 votes -
Ability to view who made what edits on a completed document. Essentially the Version History for a completed document
Ability to view who made what edits on a completed document. Essentially the Version History for a completed document
2 votes -
Add section_uuid to pricing table objects in webhook and document details API
When a bundle document is signed, the recipientcompleted webhook returns pricing.tables[] with no reference to which section each table belongs to. The same gap exists in GET /documents/{id}/details. There's currently no way to cross-reference pricing tables back to their originating bundle section via the API.
Request: Add a sectionuuid field to each pricing table object in:recipientcompleted webhook — pricing.tables[].sectionuuid
GET /public/v1/documents/{id}/details — pricing.tables[].section_uuid2 votes -
Ability to export a list of templates created by a specific user
It would be good if it could include additional columns, such as workspace name and created date
2 votes -
Rooms: upload one document to multiple rooms at once
Rooms: upload one document to multiple rooms at once
2 votes -
Certificate of Signature must show the attachments of the document signed
The Certificate of Signature should also indicate whether the document signed by the recipient included any attachments at the time of signing. If attachments were present, the certificate must display the attachment's name and relevant details.
This ensures full transparency for the recipient, confirming that any attachments were part of the original document from the start — and were not added after the signing was completed. This protects the recipient from unknowingly signing a document that may have had files appended without their knowledge.2 votes -
Receive notification email when an update for Salesforce is available
Receive emails when an update for Salesforce is available
2 votes -
2 votes
-
Copy workflows into other workspaces
The ability to take a current workflow and copy it over into another workspace on the user end.
2 votes -
Quote builder - Ability to customize formatting (decimal place) for each column individually.
When changing the decimal place in the quote builder all numbers in the quote builder change. As an example lets say we change it to 3 places.
This can be very nice for showing the price of an item that can be to 3 decimal places, but for showing the total, it can be confusing to have 3 decimal places as it can be confused with a denominator separator.
Example: at a price of .055, 23220 units are purchased. So the total price shows up as 1,509.300 which can look like 1.5 million. When really it is just 1.5k and…2 votes -
Allow workspaces to have only specific document recipients to specific email domains
Comment from customer:
I am planning to create a PandaDoc workspace named Internal and wanted to know if it's possible to configure a rule or policy that restricts document recipients to specific email domains.
For this workspace, I would like to ensure that documents can only be sent to users with our internal email domain, @siebert.com. Is there a native setting or recommended approach to enforce this restriction?
2 votes -
Unpublish multiple forms at once
Unpublish multiple forms at once
2 votes -
2 votes
-
Dynamically repeat a page/section once per line item
fully-designed template page to be generated once per Opportunity Product when a document is created from Salesforce. Each generated page should render that product's own field values in a rich layout — in this case, a [Notes] placeholder populated from the Notes field of the corresponding Opportunity Product. The number of products is variable per Opportunity (for multiple opportunities)
2 votes -
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.
2 votes -
Salesforce: support 2 modes of how to treat unselected products
At the moment, when a product is left unselected in the PandaDoc pricing table or quote builder, it is automatically removed in the Opportunity Products.
A feature request is to introduce the possibility of syncing both selected and unselected products back to the opportunity.
The implementation can look like this: Either removing unselected products or syncing with QTY = 0 back to Salesforce, and to control that from PandaDoc Setting page2 votes -
Support phone-only recipients for embedded signing session endpoint
The ability to use a phone number (E.164 format) in place of an email address in the recipient field of the POST /documents/{id}/session endpoint.
Currently, the endpoint only accepts an email address.
For cases where recipients have no email address on file and the app handles the signing experience directly.
2 votes
- Don't see your idea?