7615 results found
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Collect fiels field: setup file type
To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg
2 votes -
API Standardized Naming for "Collect Files" Option
When using the "Collect Files" feature in a PandaDoc template, the uploaded file names are displayed on the signed document. These names often lack a standardized naming convention, which can appear unprofessional. We suggest either implementing a standardized naming format for these files or providing an option to attach files without displaying their names or details on the completed document.
2 votes -
API Customizable Reminder Settings for Sent Documents
Currently, the API defaults to a single reminder for sent documents. It would be highly beneficial to allow customization of the number of reminders within the template settings. This would provide greater flexibility for our agents, particularly in cases of email delivery issues or when scheduling callbacks, ensuring better follow-up management.
2 votes -
Prevent Admins from Bypassing Approval Workflows
Ability to prevent admins/managers from bypassing Approval Workflows
2 votes -
email notifications when an automation has issues
receive email notifications when an automation or integration have issues
5 votes -
Spacer component in template builder section
We currently don't have a spacer component available when building templates, making it difficult to space the forms.
Having to work around with text fields to create a blank space between questions and form fields isn't a good experience.
1 vote -
signing order to be followed when suggest edits are made
signing order to be followed when suggest edits are made
2 votes -
Have the option to to customize the repeat reminder for bulk send. For example, set it to 30 days .
To have the option to customize the repeat reminder for bulk send. Currently, it can only be set to every 3 days or every week. The customer would like to customize the number of days like for example to be able to set it to 30 days.
1 vote -
Set Home Tab Options for Entire Workspace
We were wondering if we could customize the Home page’s time period for the entire workspace
2 votes -
Saved My Signature option on the mobile app
Ability to use the saved "My Signature" option on the mobile app
2 votes -
Multiple line item insertion in pricing table
Add the ability to input multiple values or line items within the pricing table (Quantity and Dollar Amount fields)
2 votes -
Update Signing Order once document is sent via API
when I try using the endpoint and passing in a signing_order I do not see it reflected on the recipient. Being able to change the signing order programmatically is something that is important to us since, per our last call, we have decided that we are going to be hiding the recipients option and building our own custom recipients UI
2 votes -
registration for recipient verification
Be able to use registration as a method for recipient verification
1 vote -
Add page breaks between content blocks generated via Smart Content
Ability to insert page breaks in between content blocks populated through a Smart Content Block.
1 vote -
Prevent requestor self-approval when submitting forms/templates/documents
Currently, if a requestor is also listed as an approver, PandaDoc allows them to sign or approve a document at the time of submission. This behavior effectively bypasses the approval workflow.
This creates a security and compliance risk, since it allows someone to self-approve their own submissions. In regulated or audited environments, this violates separation of duties principles and undermines the integrity of approval processes.
1 vote -
When a custom property in a CRM changes automatically create a document
When a custom property in HubSpot is updated, automatically generate and send a document to the client. For example, if a customer chooses to pay via invoice and the payment method property in HubSpot is changed to ‘Invoice,’ the automation would create a credit application form and send it to the client automatically.
1 vote -
Option to attach PDF drawings and stp files
As a company that provides engineering proposals, we attach PDF drawings and .stp file (3d models)
suddenly pandadoc wont allow any file other than a pdf to be attached, we have tried zipping files, compressing.... etc but this feature seems to be removed.Please add back in any file type attachment.
1 vote -
The ability to easily push design elements full bleed
- The ability to easily push design elements full bleed. 2. Also have some sort of 'margins' set for consistent text blocks or other inset elements (like in Canva, i can easily push images to the edge, but I can still set a margin that is visible, and/or text blocks will snap to).
2 votes -
3 votes
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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
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