2995 results found
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expiration reminder
Looking for an automation triggered three days prior to proposal expiration, which sends a reminder email with original proposal for review.
1 vote -
Proposal expiration reminder automation
Looking for an automation triggered three days prior to proposal expiration, which sends a reminder email with original proposal for review.
1 vote -
Option to Enable Dark mode
Would like to have the option to enable this when navigating document lists, statuses, etc. (outside of Editor)
1 vote -
Fix field-tags docs: examples show square brackets, but only curly braces parse
The docs page https://developers.pandadoc.com/docs/field-tags shows square-bracket
examples like [textfield:user:name], but the API only recognizes curly-brace
tags ({textfield:user:name}). Support chat confirmed curly is the correct
syntax. Two asks:- Update every example on that page to curly braces.
- Make unparseable/bracket-style tags return a validation warning instead of a silent no-op — today the doc uploads fine with zero fields and recipients silently degrade from signer to CC, which you don't notice until someone can't sign.
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 -
MondayCRM
- Change MondayCRM task's column status when document is sent
- Change MondayCRM task's column status when document is completed
- Attach PDF to MondayCRM task when document is completed
1 vote -
Workspace-level automatic CC recipients for document notifications
Ability to set specific email addresses at the workspace level that automatically receive document sent and completed notifications without appearing as CC recipients on the document itself. Right now the only way to notify additional people is by adding them as visible CC recipients per document or template, which adds extra steps and shows those addresses to our clients. We need a way to have internal stakeholders notified silently in the background, without affecting the recipient experience on the client's end.
1 vote -
Silent Document Ownership Transfer via API
Add an option to transfer document ownership via API without sending an email notification to the new owner.
2 votes -
Turn off field auto-snap permanently
Turn off field auto-snap permanently
1 vote -
New Editor: Negative padding support removed, reducing custom design capabilities
he new PandaDoc editor no longer supports negative padding on content blocks such as images and text boxes. This was a key design capability they relied on and was one of their primary reasons for choosing PandaDoc.
Specific request: restore negative padding support in the new editor experience before the Q3 full rollout.2 votes -
Global setting to assign a CC recipient to all signed documents. (Workaround posted in comments)
Have the option to put a global setting for documents to have a default CC recipient. Or have the option to have a user be notified of documents that are signed even if they are not a recipient or CCd to the document.
1 vote -
Pin/Split-View for Document Arrangement & Signature Boxes
The UI uses tabs for "Document arrangement" (left) and "Signature boxes" (right). When you click one tab, the other disappears, forcing constant toggling.
Request: Add a "pin" button that allows both tabs to be visible side-by-side simultaneously (split-view).
1 vote -
Multi-Signer Field Management - UI
Problem: When preparing a document with multiple signers (e.g., 2 clients + sender = 3 signers), users must toggle/switch between signers repeatedly to place signature, date, and initial boxes. This requires excessive clicking.
Request:
Option A: Show all signer fields (signature, date, initial boxes) for all signers on the same screen simultaneously
Option B: Add keyboard shortcuts to jump between signers quickly
1 vote -
extend recipient view audit log to include all views, not just the first
extend recipient view audit log to include all views, not just the first
this would be required for a security access audit on the document, controls need to exist to show details about every view
2 votes -
add audit trail entries for internal users that access/open a document
add audit trail entries for internal users that access/open a document
even after a document is signed, for security access control audits
2 votes -
in the document details endpoint, for each recipient, add the number of views that recipient has had on the underlying document
in the document details endpoint, for each recipient, add the number of views that recipient has had on the underlying document
2 votes -
Save payment method to Stripe customer for future charges when a one-time payment is completed
When a client completes a one-time payment through the payment step, their card is not saved to the Stripe customer record. The only way to keep a card on file is the separate Card details field, which forces clients to enter their card twice in the same document. Awkward, redundant labor. Please add an option (with a client consent checkbox at checkout) to save the payment method to the Stripe customer record during a one-time payment, so merchants can run later approved charges like post-event adjustments without a second card entry. Stripe already supports this natively through setupfutureusage…
1 vote -
Options to change the approvers in "Approval Stage"
Organizations with complex signature policies (e.g., Legal review determining if Finance, Compliance, or Executive approval is needed) require the ability to route documents to different approvers based on content reviewed during the initial approval step, rather than having all downstream approvers locked in at template creation.
Current Limitation: Once a document enters the "To approve" stage, the approval workflow is locked. Approvers cannot be added, removed, or changed, they must all be predetermined in the template.
1 vote -
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
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