858 results found
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Ability to enable tracking ID/unique ID for each page of the document
Tracking IDs on pages make it easier to match specific sections to a version or approval sequence and helps verify the authenticity and integrity of each page, especially when documents are printed, shared offline, or used in litigation.
2 votes -
Automatically assign fields when signer is changed
Have the ability to assign the fields when the signer is changed. At the moment, when a document is in draft mode and the sender decides to change the signer (without Template Roles), the fields are changed to unassigned instead of assigning it to the new signer.
1 vote -
[Settings] Individual Workspace settings
At current, workspace settings can only be accessed by Owners and Admins. Please provide a user-level workspace setting where defaults can be configured on a user level.
1 vote -
Option to generate link and will not send the document
When generating a link, it automatically sends the document, so having an option to generate a link only but not sending it will help
2 votes -
Disable the option for the recipient to reply on the reminder
Disable the option for the recipient to reply to the reminder
3 votes -
Option to set an admin for each folder
Option to set an admin for each folder
2 votes -
Option to set a condition to go to the next page
So the initial engagement they sign page 1 and 3 but once we choose a product they need to sign page 2 and then once the bill has been page they need to sign page 4. I need to keep all these together so in the end I have one complete document.
2 votes -
Option to automatically minimize the right-side panel on document editor.
Have an option to automatically minimize the right-side panel when opening a document for editing.
5 votes -
Apply Recipient verification on Template level
ID Check to be on by default for "Recipient" for new Documents created from new Template
3 votes -
Move send document button to the top of the page
Client is requesting to have the 'Send Document' button higher. Similar to the Continue button on the preview screen to Review Recipients.
When the Send Document button is low, users have to scroll down to click it, which is an unnecessary step. The button should be at a consistent level all the time.
2 votes -
Document Generation via AI
🔍 Problem Statement
What’s the problem this feature is solving? Why does it matter?🎯 Use Case / Desired Outcome
What would the user experience look like if this existed? Describe how a user would interact with it.🧠 Proposed Solution
What specifically would you like the AI to do? Is it generating entire documents, specific sections, summaries, or something else?🔁 Current Workaround
What do you or customers do today to accomplish this, and what are the limitations?🌟 Impact
How would this feature improve workflow, save time, or increase revenue/retention?🧪 Optional: Customer Interest / Accounts
Do any…2 votes -
Create Teams Before Workspace Setup
The customer would like the ability to create and manage teams before setting up a new workspace. Right now, PandaDoc asks users to select a team during workspace creation, but there’s no way to create a new team at that point. This can be confusing, especially if no relevant team shows in the dropdown.
Suggested improvement:
- Allow team creation before starting the workspace setup.
- Option to define a new team if the one they need isn’t listed.2 votes -
Remove "Document contains a payment" notification when sending a document via link
Currently, even if there is no payment extension added to the document, if there is a document value, when you select to send the document via link, there is a notification at the top that says "This document contains a payment $ assigned to ."
This is confusing for clients because, while there is a pricing table on the document, there is no actual payment on the document. It looks like when they send the document, their recipient will be prompted to pay, even though they won't actually be prompted to pay.2 votes -
Reporting: document progress tracking based on roles
Add an option to view document progress throughout the signature workflow under Reporting. When using templates with multiple roles (e.g., Department 1, Manager, Staff), where each role represents a step in the signature process, users should be able to see which step the document is currently at, which recipients have already signed, and which recipients still need to sign.
2 votes -
Show past-due renewals in the “Upcoming Renewals” tab
Enhance the “Upcoming Renewals” tab to also include documents with past-due renewals - for example, those that were supposed to renew within the last 30 days but haven’t yet been processed. This could be presented as a “Past Due” section within the same view or as a toggle/filter option.
2 votes -
Allow Document Sender Reassignment Without Resetting Signatures
When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.
3 votes -
Document Counter in Document List/ Folders
Visibility on the number of documents shown in the document list and document folders.
2 votes -
Ability to sign pandadoc documents in microsoft word
Ability to sign PandaDoc documents in Microsoft Word
2 votes -
Embed link to pandadoc so if you click the link it will not open a new window
Embed link to Pandadoc so if you click the link it will not open a new window
2 votes -
Ability to move the position of the reference number
Ability to move the position of the reference number in the PDF of a completed document, for example, from bottom left to top right.
2 votes
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