I want to be able to add a naming template to documents created with PipeDrive integration - right now it just imports the file name from PipeDrive and I want my documents to have a specific name.

For instance, right now PandaDocs auto-names files like this:
Camp 1 Agreement First Last

But I want it to look like this:
Last, First-Retainer-Camp1-ABC

I asked help chat, but there's no way to do this right now.

I would like to see an "Errors" tile added to the Dashboard to track documents that have delivery failures (i.e. invalid email addresses). This would provide a quick way for staff to see there was an issue and to resubmit documents after the email addresses are corrected.

Some contracts we sign are federal/state contracts outside of pandadoc workflow, but, we don't have a way right now to track those contracts including expiration and renewal date reminders, etc.

Allow to set up automatic printing of the document in the web app

Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.

At the moment Fields' values are lost when a document is downloaded as .docx

Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

need to separate out each document into it's own pdf.

Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

ability to see the name of the template/document you are going to delete in the pop-up window

It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

To have the option to sort documents made from templates or uploaded

When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

filter Activity Data by Template Type

Native automation to move document

A feature to track the users who have downloaded the files in the workspace