429 results found
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Expand functionality of the Audit Log - increase length
It would be extremely valuable if the audit log retained historical data for longer than the current retention period.
Currently, if a document was deleted or archived more than six months ago, there is no way to identify who performed the action or when it occurred. This makes investigating historical issues or responding to customer queries difficult.
An extended or searchable audit history would improve traceability, accountability, compliance, and troubleshooting by allowing administrators to review document activity beyond the current retention window. Ideally, organisations could configure the retention period based on their business or compliance requirements.
4 votes -
Delete/ Archive options
You should be able to select options:
Remove the auto-delete function in the Archive
Or set a timeline of your choosing
Or manually delete from the archive4 votes -
Recipient-Editable Unit Price in Pricing Table with Salesforce Sync
Allow recipients to edit the Unit Price / Sales Price of Opportunity Products directly within the PandaDoc Pricing Table during the signing process, with the ability to sync the updated value back to the corresponding Salesforce Opportunity Product record.
2 votes -
Filter reports by paid date
I want to filter reports by the paid date, not the creation or completion date.
2 votes -
Unified Contract Dashboard & Management for External/Received Documents
User Problem / Scenario:
Users who frequently sign contracts created by external parties (where they are the recipient/signer) have no reliable, centralized way to organize, search, or track these documents long-term. Currently:
External documents disappear from the Home page view after 1 year.
Users cannot apply folders, tags, or status labels to external documents.
There is no filtered view to isolate "Documents Received / Signed" vs. "Documents Sent / Owned."
This creates a high risk of lost contracts and forces users to rely on error-prone manual PDF downloads.
Proposed Solution:
Persistent Access: Allow external documents to remain visible in the…
2 votes -
Contact List: Show the Company Name beside Name and Email Address
Have the Company Name of the contact show in the contact list just like the name and email address.
4 votes -
Read/Unread indicator for completed documents in the Documents list
Description:
When a document is completed (signed by all parties), there is currently no visual indicator in the Documents list showing whether the sender has personally reviewed that document after completion. In teams managing high volumes of signed contracts, completed documents can accumulate without any way to tell at a glance which ones have been reviewed and which haven't.Feature request:
Add a Read/Unread visual indicator to the Documents list — similar to how email inboxes distinguish read from unread messages — showing whether the document owner has opened a completed document since its completion date.Expected behavior:
Documents the…
2 votes -
Tracking Rejection Reasons in PandaDoc
When a document is rejected in an approval workflow, PandaDoc currently only allows a free-text comment as feedback. While helpful, this makes it very difficult to track, categorize, and report on rejection trends at scale.
What we're requesting:
A mandatory or optional dropdown field that appears when an approver rejects a document, allowing them to select a predefined rejection reason category (e.g., "Rep Error," "Missing Information," "System Issue," "Pricing Error," etc.) before the rejection is submitted. Ideally this would be configurable per workspace or template so teams can define their own categories.The ideal outcome:
Approvers select a rejection reason…
2 votes -
Set a document status for documents that have recently been renewed/grown out of its term.
I am trying to set a document status for documents that have recently been renewed. I would like to set completed documents to something like "expired" and let only one remain on completed. This way we can easily see which one is the most recent document in the folder.
1 vote -
Document Status when the document is still pending signatures from some of the recipients
A standalone document-level status indicator that clearly shows when one of multiple signers has signed and the document is awaiting the remaining signature(s) — visible without needing to open the Audit Trail or the Recipients section.
1 vote -
Automation: Create a folder when a document is sent. Title should contain the recipients company name
Currently, there is an automation that moves documents to folders, but not one that creates a folder. Need an automation that creates a folder and pushes a document into that folder based on certain criteria, such as the recipient's company
2 votes -
Change status to sent
When creating a document that the customer does not want to eSign and only wants a PDF of, allow for changing of the status from draft to Sent. Currently can only change from draft to Completed or Rejected.
1 vote -
Status: different status after each signer has signed and it has been sent to the next recipient
Currently, when a document has been signed and sent to the next recipient, the document stays in viewed status; however, we would like the status to change to something else so that we can see the document has been signed by one recipient, but not the other
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 -
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 -
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 -
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 -
Revert back changes to Waiting for others
Currently, documents under Waiting for others are removed after a certain period of time. Customer would like to revert the changes and keep the documents under the tab.
2 votes -
Bulk export of recipient-fillable fields collected data from completed documents as CSV
Currently, there is no native way in PandaDoc to bulk-export the data that recipients fill into the fillable fields of completed documents as a CSV file. Fillable fields such as text fields, date fields, and dropdown fields that recipients complete when signing a document are not captured in any existing report or export option. Users who send the same template to multiple recipients need to be able to compile all of that recipient-entered data in fillable fields, such as name, address, and phone number, into a single downloadable CSV file across all completed documents from that template.
1 vote -
2 votes
