313 results found
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Allow Recipients to re-assign the Signer!
To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
That should happen internally without my involvement. Very important feature to have to…1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! 😊
The feature allowing to forward the Signer rights to another person is available within the system, please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/360019823694-Document-and-Signature-forwarding
Have a great day!
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Conditional fields
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fieldsradio buttons with conditional logic
519 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re happy to let you know that the feature "Hide the left page reorder panel" is available within the system. Please see this link for more information and the screenshot attached: Table of contents.
Have a great day!
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1 vote
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the option to embed your social media links as images is available within the app. For this, please upload a social media image via image block and paste the link to your profile in the hyperlink. You can also see these links for more info:
Have a wonderful day!
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Contract negotiations (native redlining) in draft mode for internal use case.
Contract negotiations (native redlining) in draft mode for internal use case.
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to send multiple documents in one go
Ability to send multiple documents in one go directly from the contact added in the application
3 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/4414841820439-Document-bundling
Have a wonderful day!
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Autofill Repeating Fields (Fields Mirroring / Variable and Field sync)
Fill Out Field Once & Auto-populate Across All Instances
559 votesHi there 👋
I'm excited to share that Linked Fields 🔗 functionality has reached the General Availability release and is now available on all plans with no additional costs.
Linked Fields make it easier for your recipients to fill in required fields with repeated data. Once they enter the required information, they won’t need to re-enter it elsewhere — it will be replicated in all linked fields.
To link a field, start by selecting it, then choose "Copy and link field" in the Properties section on the right panel or in the floating panel. The linked field will have the same settings and field assignment. You can drag and drop the copied field wherever you’d like. Alternatively, you can link fields by copy-pasting or entering a field ID value from one field to another.
For more information, please visit our Help Center.
If you have any feedback or suggestions…
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Create signing link via API
Seemingly it is not possible to generate signing links via the API. This should be a feature
7 votesPlease find details here - https://developers.pandadoc.com/changelog/shared-links
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variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents
variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents
8 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.
Have a wonderful day!
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Filter the PandaDoc Inbox by "To sign" or "Signed"
Filter the PandaDoc Inbox to show only the Unsigned document
Filter to by "To sign" or "Signed"20 votesHi there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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92 votes
The feature allowing to Copy Office Suite / Google Workspace / HTML tables into PandaDoc
document is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/5303817783575-Copy-Office-Suite-Google-Workspace-HTML-tables-into-PandaDoc
Have a wonderful day!
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Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).
Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).
2 votesHello there,
Thank you for submitting a feature request to PandaDoc!
The option to void or cancel a document is available within PandaDoc. Please refer to this article for more details: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status
Have a wonderful day!
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Import Google contacts
live sync with Google contacts
2 votes -
Send multiple docs in 1 email / Envelopes / API packages
Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.
362 votesDocument Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
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1 vote
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1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Help Center Article -
Removing PandaDoc signup area/button after form is signed, as it conflicts with our workflow and we lose customers
Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.
However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…
2 votesHello there,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to disable the promotional notification on the recipient's end is already available within the system. You can refer to Settings > Workspace Settings > Scroll down to Other Settings > Uncheck "Show promotional window upon document completion" > Save: https://share.getcloudapp.com/eDulGvdv
Many thanks for your time! Have a wonderful day!
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Thumbnail/Preview for pages
Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.
Is it possible to give some sort of thumbnail or preview of the page on the left side?
43 votesThe feature is released: https://support.pandadoc.com/hc/en-us/articles/360060838033--Editor-2-0-Page-reordering-
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Handwritten signature instead of the regular one offered.
Recipient should be able to create a handwritten signature instead of the regular one offered.
2 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to apply the handwritten signature only is already available within the system. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/360002979034-Additional-Settings#1
Many thanks for your time! Have a wonderful day!
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1 vote
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