337 results found
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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.
1 vote -
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 -
Filter reports by paid date
I want to filter reports by the paid date, not the creation or completion date.
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 -
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 -
Ability to bundle a document to another after the document has been published
Ability to bundle a document to another after the document has been published. This is incredibly useful when we have multiple pieces of paperwork that come together in a contract and we want them all housed in one document.
1 vote -
Certificate of Signature is to large / too many pages
The number of pages for a Certificate of Signature from a signing process is too large. Reduce the image size of the signature and placement of recipient verification to get a minimum of 3 signers/page.
1 vote -
Filter organization-wide document list by recipient email
Currently, the Document Efficiency report under Reports provides an organization-wide view of documents, but recipient email is not available as a filter. The only workaround is to export the full data CSV and manually filter the "document recipient" column outside of PandaDoc.
What we're asking for: Add recipient email as a filterable field in the Document Efficiency report (or equivalent org-wide document view), so admins can quickly pull all documents sent to or received by a specific recipient without needing to export and process data externally.
Use case: Admins need to audit all documents associated with a specific contact —…
1 vote -
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 -
Show expiration date as a column in the document list and search results.
When searching for a proposal from a specific person, the expiration date should be visible directly in the document list or search results.
Expected behavior:
Add an “Expiration date” column in the document list and in search results so users can quickly identify documents by their expiration date.
Current limitations:
The expiration date is not currently visible as a column in the document list or search results.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 -
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 -
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 -
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 -
Document/PDF pagination
The ability to modify the scaling on a document. i.e when using a scanner, having the ability to modify dimensions from the document level vs from the scanner itself i.e Xerox.
1 vote -
2 votes
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