7439 results found
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Change notification language depending on your role on the document
The language in the notifications a user receives is the same regardless of whether they are a signer or a cc'ed recipient. There is no call to action to sign the document, so they cannot tell if they need to take action or not. I'd like to have a signer receive a message to "please sign the document" or "your signature is required" or something, whereas a cc'ed recipient should receive a message like "you've been cc'ed on a document."
1 vote -
Option to Set Fields as “Required by Default” in the Embedded Editor
Ability to configure whether fields added in the embedded editor are required by default (or have an option to toggle this behavior).
2 votes -
Make "Shared with me" Documents searchable"
Make "Shared with me" Documents searchable"
0 votes -
Bring back tiles on home screen
We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!
1 vote -
Drag to highlight and select multiple fields at once. Mass edit the selected fields
Use the mouse to mass select multiple fields at once by dragging. Similar to highlight function on your computer. Mass update "required" field settings or change assignment to different person. Multi-clicking takes so much time when you have hundreds of fields in a form.
1 vote -
Please bring back the Documents Overview home screen - from someone who uses Pandadoc daily!
There seem to have been some changes to Pandadoc, and I was told that the Documents Overview screen can't be made the default screen again. Please bring it back!
1 vote -
Update Content from File" for Editable Text Box Templates
Problem Statement: Many of our most important templates were built "natively" in PandaDoc using individual text boxes, not an uploaded file.
Our legal and operations teams frequently send us revised versions of these documents as a new PDF or Word file. When this happens, our only option is to manually:
Open the new PDF and the old PandaDoc template side-by-side.
Read through both to find the differences.
Manually copy the new, updated text from the PDF.
Find the corresponding text box in the PandaDoc template.
Delete the old text and paste in the new text.
This is an extremely slow,…
1 vote -
Mass Delete not used variables
When a variable is created and then deleted, it is in the “NOT USED” list, but it still shows up for clients to answer. It would be nice to deactivate or have the option to Mass delete not-used variables instead of deleting them one by one
1 vote -
The ability to apply an expiration date to a form.
It would be convenient to be able to apply an expiration date to a form link, so that they automatically expire after a certain date. For example, I create a form for an event being held on November 21, 2025. The link for this form, as well as any started but not completed responses will automatically expire on November 22, 2025.
1 vote -
Request the old layout back or to have the timeline visible again. Knock on effect with sales roles
Request the old layout back or to have the timeline visible again. Knock on effect with sales roles
1 vote -
Please bring back the 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.
1 vote -
Set Silent parameter at recipient level
Currently it is only possible to set silent = true or false at the document level. There are scenarios where recipient level control is needed, e.g. for embedded signing. If recipient A is embedded signing and recipient B is signing from email, we wouldn't want recipient A to also receive email notifications.
Related to the personal message at recipient level feature request, which is also currently document level only: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/43994823-customize-select-personalize-email-messages-for-mu#comments
1 vote -
Reporting: show API document usage per workspace
I inquired a few weeks ago in another ticket. Can you please confirm the number of API usage I have in a month and in a year? Also, your collague was able to break down the API usage per date, per document, but can you also break it down by workspace and document? thank you
1 vote -
API: leave the smart content block in place, and a user can select content from the pre-selected items after the document is generated, befo
You cannot currently create a document via the API and leave the smart content block in a “pending selection” mode (i.e., so the user can later choose from the pre-selected content in the UI) in the exact same way as you can in the Editor. When using the API, you must specify which content library item(s) to insert into each smart content block at the time of document creation, or make the block optional (which means it can be empty in the generated document). The API does not support leaving the smart content block in the same “interactive, user-selectable” state…
2 votes -
Ability to request an on demand notary from a specific state.
Users cannot currently request a notary from a specific state when doing an On Demand session. Certain states, such as Florida require their documents to be notarized only by Florida notaries. Need ability to request a notary for a specific state in this scenario.
3 votes -
Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.
Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.
1 vote -
native ZIP procurement integration
Natively integrate with Zip procurement tool to compete with DocuSign's native integration supported via Zip.
Function: Automates the purchase order process by integrating with PandaDoc for e-signatures after internal approvals are collected.
Workflow: A purchase request is initiated in Zip, routed through necessary teams, and then sent to PandaDoc for the final signature process.
Allow users to send zipForm documents directly to PandaDoc Rooms for signing and completion.
1 vote -
Ability to enforce workflows by removing the “Create Document” button in PandaDoc CPQ - HubSpot
Currently, when using PandaDoc CPQ within HubSpot, the workflow feature allows users to create a document automatically as part of a defined workflow. However, there is also a separate “Create Document” button that allows team members to bypass the workflow entirely. Add an option to disable/remove or hide the “Create Document” button, so that all document creation must go through the designated workflow.
2 votes -
Melbourne Time Zone
Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.
1 vote -
API: Ability to approve documents via API
approve documents via api
7 votes
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