2991 results found
-
Change Signature Opacity and more customizations.
Drawn signatures appear too light/gray on iPad during embedded signing — please allow opacity/pen thickness adjustment.
Please add the ability to adjust the darkness/opacity (or ideally offer a black, solid-stroke option) for drawn signatures in embedded signing — either as a workspace setting, a document-level configuration, or an API parameter in the signing session configuration. This would significantly improve the signing experience for iPad users and ensure consistent, professional-looking signatures across all devices.
2 votes -
Match display of the contract term between HubSpot and PandaDoc
The data does not seem to line up correctly e.g. the contract term variable is 36 months in Hubspot, but in Pandadoc it automatically pulls in 3 years. We want to make sure the terminology is consistent across our documents.
2 votes -
Claude.ai PandaDoc connector
Allow managing two or more active workspaces via the Claude.ai PandaDoc connector simultaneously.
2 votes -
Optional line items in pricing table should not display price/quantity when unselected
When a line item is marked as optional in the pricing table, it currently displays the full price and quantity even when unselected by the recipient. The only visual indicators that the item is not included are the greyed-out styling and an unchecked checkbox. In formal contract and proposal contexts, this creates a risk of misinterpretation, as recipients may read the visible price as part of the agreed total.
The request is to provide an option for document creators to hide or zero out the price and quantity on unselected optional items, or to display a clearer visual distinction (such…2 votes -
[Fillable Fields - Dropdown] Ability to add an option to a specific position in the list (i.e. Add below ) instead of at the bottom
Ability to add a dropdown option directly to a specific position (i.e. Add below an existing option) instead of at the bottom by default. Each existing item should have the option to add another item below it, instead of just the remove option.
2 votes -
Native integrations with property measurement, satellite takeoff, or pavement estimating software similar to tools like Go iLawn or Attentiv
Native integrations with property measurement, satellite takeoff, or pavement estimating software similar to tools like Go iLawn or Attentiv
2 votes -
View which workspace has used the most credits (each type)
No ability to currently see how many credits are used in each workspace
2 votes -
Support Salesforce Line Item Groups in PandaDoc Integration
Add support for Salesforce's Groups functionality within the PandaDoc Salesforce integration, allowing grouped line items in Salesforce to be imported into PandaDoc while preserving their group structure.
2 votes -
Format and customize PDF file name
Sent and Completed Document Date in the PDF file name in Salesforce
Currently this is appended as "... sent DD/MM/YYY" or "... completed DD/MM/YYY"
This is great in principle, however the "/" symbol in the date is causing issues for us downstream in operations. Can those be changed to either a "-" or "."2 votes -
CSV Export of Content Library Usage Analytics Report
Ability to download Content Library Usage Analytics Report in CSV format.
2 votes -
Remove or hide crossed-out 0.00 for volume based pricing in quote builder.
Option to hide or replace crossed-out 0.00 € in the first tier (e.g., display as blank or "-")
2 votes -
2 votes
-
Line Item-Based Conditional Approvals in Workflows
Allow approval workflows to conditionally route documents based on specific line items (SKUs, product names, etc.) included in a Pricing Table or Quote Builder.
2 votes -
Review and Sign Later
A feature where a recipient can receive a notification to review the document only, without requiring a signature, and after another recipient completes the signatures, a notification can be received again for signature.
This will allow the recipient to review first or be notified when a document has been triggered without any signature or action.
2 votes -
QES available via API
QES available via API - Needs QES enabled automatically in a Make (Integromat) workflow when creating a document from a template.
2 votes -
Unsupported tiered prices from Hubspot
I would like that the integration Pandadoc - Hubspot could support the tiered prices of products from Hubspot. This means that with one product in Hubspot the unit prices changes based on the quantity you add as line item . Now Pandadoc doesn't recognize the prices of the products and its price in the Quote Builder is 0, when in reality it is not.
2 votes -
Multiple Smart Content conditions
Smart Content blocks only show the FIRST matching condition's content. If a client buys multiple products, only one product's information appears.
Request: Allow MULTIPLE conditions to apply simultaneously, so all purchased products' information shows. Makes automation actually work for multi-product scenarios. This helps other Enterprise customers with bundled services.
2 votes -
Pass PandaDoc document status to Salesforce custom fields
A way to write the PandaDoc document status back to a custom Salesforce field.
I understand that we currently have the "Change Opportunity Status" trigger available; however, the customer would like the PandaDoc document status to be automatically synced to their custom Salesforce field/object called "PandaDoc Document Status."2 votes -
Select Multiple Templates for Bulk Send
the ability to select multiple templates at once in bulk send
2 votes -
Fill in then Sign Later
A signer can complete and fill in the documents first, and once the reviewer or approver has reviewed them, the agreement or document will be returned to the client for the official signing.
2 votes
- Don't see your idea?