2914 results found
-
Add section_uuid to pricing table objects in webhook and document details API
When a bundle document is signed, the recipientcompleted webhook returns pricing.tables[] with no reference to which section each table belongs to. The same gap exists in GET /documents/{id}/details. There's currently no way to cross-reference pricing tables back to their originating bundle section via the API.
Request: Add a sectionuuid field to each pricing table object in:recipientcompleted webhook — pricing.tables[].sectionuuid
GET /public/v1/documents/{id}/details — pricing.tables[].section_uuid1 vote -
Do not wipe unaccepted text suggestions when toggling to Edit Mode.
There is a major friction point when collaborating on a document and toggling between "Suggesting Mode" and "Editing Mode".
Currently, if a user makes several text suggestions in Suggesting Mode, but then needs to toggle into Edit Mode to make a structural change (such as adding a row to a table or adding a dependency), all prior unaccepted suggestions in the document are completely lost and wiped out.
Because suggestions are treated as temporary overlays, structural edits force a document re-render that deletes previous work. This forces users to either completely redo their suggestions or completely abandon Suggesting Mode in…
1 vote -
Give us back the ability to edit expiration dates without editing and resending a document.
Give us back the ability to edit expiration dates without editing and resending a document. This has always been a feature and now it was removed with the latest update with no warning. Your help bot and articles give bad/outdated info and the latest update article says nothing change besides the look but thats not true.
1 vote -
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
1 vote -
Preview should not generate a document or consume credits
When I select 'preview' on a form under the templates tab, it creates a new form, which is then deducted from my usage credits -- this is deceptive, as a preview shouldn't create a new form. A preview -- by description -- is supposed to show you what the page will look like when active, but not be active itself.
The usage credits are very expensive, so you need to warn people in advance that you can't preview a form without creating one, and that it will cost you a credit. I've wasted a bunch of credits on this, when…1 vote -
Ability to Remove or Waive Outstanding Signers Post-Send
Now I would like to share a feature request that would significantly improve our experience with PandaDoc and, we believe, provide value to many corporate customers.
In certain document workflows, there are situations where one of the designated signers is either unwilling or unable to sign a document. However, the validity and legal effectiveness of the document are not affected by the absence of that particular signature. Typical examples include:
Board resolutions
Other corporate governance documents where a predefined majority is sufficient for approval
Currently, PandaDoc does not provide a way to either:Remove a signer after the document has…
1 vote -
Expand functionality of the Audit Log - increase length
Increase save time - more than 6 months
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.3 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.
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.
1 vote -
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.
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.
1 vote -
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.
2 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 -
Unfilled variables should be automatically removed or appear blank on downloaded PDF file of the document
In the new editor experience (Project Delta), the option to remove unfilled CRM variables and display them as blank is only available during the Review & Send flow. When a user downloads a PDF directly — without going through the send flow — unfilled variables render as visible placeholder text (e.g., {{WorkOrder_c}}). This was not the behavior in the previous editor, where unfilled variables appeared blank on download automatically.
1 vote -
Rooms: upload one document to multiple rooms at once
Rooms: upload one document to multiple rooms at once
2 votes -
Timed Template Updates to go Live at Desired Date
Many customers need to make updates to templates on an annual or monthly basis and at the moment the best option is to duplicate the template and make the changes ahead of the deadline, then transition and train all users to use the new templates on the day of deadline. It would be great to schedule updates to templates ahead of time to go live on a specific date for the existing template that the users are already familiar with using. This would save the rush to update and swap templates within a tight turnaround as well as reduce the…
1 vote -
Certificate of Signature must show the attachments of the document signed
The Certificate of Signature should also indicate whether the document signed by the recipient included any attachments at the time of signing. If attachments were present, the certificate must display the attachment's name and relevant details.
This ensures full transparency for the recipient, confirming that any attachments were part of the original document from the start — and were not added after the signing was completed. This protects the recipient from unknowingly signing a document that may have had files appended without their knowledge.2 votes -
Receive notification email when an update for Salesforce is available
Receive emails when an update for Salesforce is available
2 votes -
2 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 -
Add variables to email templates
Have the ability to use variables in email templates.
1 vote -
Option to retain classic PandaDoc experience beyond Q3 2026
The classic PandaDoc experience has been a reliable part of our day-to-day workflow. Since being migrated to the new editor, several pain points have significantly impacted productivity: there are too many steps in the document creation flow, and the overall experience feels choppy and disjointed. The new experience does not feel efficient for the team's volume of work. We would like to request the option to permanently retain the classic PandaDoc experience, or at the very least have the migration cutoff extended beyond Q3 2026 so that there is more time to adjust before being fully transitioned.
1 vote
- Don't see your idea?