429 results found
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Ability to bundle a document to another after the document has been published
Ability to bundle a document to another after the document has been published. This is incredibly useful when we have multiple pieces of paperwork that come together in a contract and we want them all housed in one document.
1 vote -
Certificate of Signature is to large / too many pages
The number of pages for a Certificate of Signature from a signing process is too large. Reduce the image size of the signature and placement of recipient verification to get a minimum of 3 signers/page.
1 vote -
Select Multiple Templates for Bulk Send
the ability to select multiple templates at once in bulk send
2 votes -
Filter organization-wide document list by recipient email
Currently, the Document Efficiency report under Reports provides an organization-wide view of documents, but recipient email is not available as a filter. The only workaround is to export the full data CSV and manually filter the "document recipient" column outside of PandaDoc.
What we're asking for: Add recipient email as a filterable field in the Document Efficiency report (or equivalent org-wide document view), so admins can quickly pull all documents sent to or received by a specific recipient without needing to export and process data externally.
Use case: Admins need to audit all documents associated with a specific contact —…
1 vote -
Show expiration date as a column in the document list and search results.
When searching for a proposal from a specific person, the expiration date should be visible directly in the document list or search results.
Expected behavior:
Add an “Expiration date” column in the document list and in search results so users can quickly identify documents by their expiration date.
Current limitations:
The expiration date is not currently visible as a column in the document list or search results.1 vote -
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 -
[Bulk action] Contract Repository: Set data fields for multiple documents at once
Currently, this has to be done one document at a time, but it would be great to have the ability to set data fields for multiple documents at the same time
2 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 -
View what documents were sent via bulk send
View what documents were sent via bulk send
2 votes -
Document/PDF pagination
The ability to modify the scaling on a document. i.e when using a scanner, having the ability to modify dimensions from the document level vs from the scanner itself i.e Xerox.
1 vote -
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
2 votes -
2 votes
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Revert Document Generation Link Like the Old Editor
Revert Document Generation Link Like the Old Editor with lesser steps. The new editor let you generate link only on the page 4 of workflow.
2 votes -
SSO: SCIM 2.0
SSO SCIM 2.0
40 votes -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
2 votes -
Separate timeline on the homepage
Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.
4 votes -
Remove CC recipient from Expired document
Ability to remove a CC recipient from an Expired document
2 votes -
Remove Option to Turn Off Identity Verification
Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.
2 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