7358 results found
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Receive details of suggestion made via API call/webhook
We generate a document using an API. This means we've created a template that is populated with content via the API. The document is successfully sent to the customer. The customer discovers an error (spelling, numbers swapped, etc.). They can point out this potential error in the PandaDoc web view. Both the sender and the recipient receive this information via email. We would also like to receive this information via the API (status) so that we can directly point it out in our system that populates the documents.
2 votes -
Apply Recipient verification on Template level
ID Check to be on by default for "Recipient" for new Documents created from new Template
2 votes -
Move templates to another workspace
Ability to move directly move templates to one workspace to another
2 votes -
Move send document button to the top of the page
Client is requesting to have the 'Send Document' button higher. Similar to the Continue button on the preview screen to Review Recipients.
When the Send Document button is low, users have to scroll down to click it, which is an unnecessary step. The button should be at a consistent level all the time.
2 votes -
Automatic expiration for Deal Rooms: auto-archive or delete a Room after X days of inactivity
Introduce the ability to set an automatic expiration or retention policy for Deal Rooms, such as auto-deletion or archiving after a specified period of inactivity or after a set number of days.
2 votes -
Ability to view which user generated each API key in the PandaDoc UI
Add the ability to view the user who generated each API key directly within the PandaDoc UI for better visibility and audit tracking.
2 votes -
Document Generation via AI
🔍 Problem Statement
What’s the problem this feature is solving? Why does it matter?🎯 Use Case / Desired Outcome
What would the user experience look like if this existed? Describe how a user would interact with it.🧠 Proposed Solution
What specifically would you like the AI to do? Is it generating entire documents, specific sections, summaries, or something else?🔁 Current Workaround
What do you or customers do today to accomplish this, and what are the limitations?🌟 Impact
How would this feature improve workflow, save time, or increase revenue/retention?🧪 Optional: Customer Interest / Accounts
Do any…2 votes -
Replace Image without changing format
Have the ability to change the image in an image block without changing the previously set format or margin.
2 votes -
Hide Stripe Surcharge in the document
We’re currently using Stripe as our payment gateway for proposals sent through PandaDoc.
At the moment, we don’t want to show credit card surcharges on the proposal itself (in the pricing table), but we still need to charge this fee when a client pays via card.
Is it possible to edit or adjust the Stripe payment amount after the document is sent but before the funds settle, so we can apply the surcharge on the backend instead?
Or is there a recommended way to apply a Stripe surcharge without including it visibly in the proposal pricing? Stripe says they do…
2 votes -
Create Teams Before Workspace Setup
The customer would like the ability to create and manage teams before setting up a new workspace. Right now, PandaDoc asks users to select a team during workspace creation, but there’s no way to create a new team at that point. This can be confusing, especially if no relevant team shows in the dropdown.
Suggested improvement:
- Allow team creation before starting the workspace setup.
- Option to define a new team if the one they need isn’t listed.2 votes -
Remove "Document contains a payment" notification when sending a document via link
Currently, even if there is no payment extension added to the document, if there is a document value, when you select to send the document via link, there is a notification at the top that says "This document contains a payment $ assigned to ."
This is confusing for clients because, while there is a pricing table on the document, there is no actual payment on the document. It looks like when they send the document, their recipient will be prompted to pay, even though they won't actually be prompted to pay.2 votes -
Multiple line item insertion in pricing table
Add the ability to input multiple values or line items within the pricing table (Quantity and Dollar Amount fields)
2 votes -
Reporting: document progress tracking based on roles
Add an option to view document progress throughout the signature workflow under Reporting. When using templates with multiple roles (e.g., Department 1, Manager, Staff), where each role represents a step in the signature process, users should be able to see which step the document is currently at, which recipients have already signed, and which recipients still need to sign.
2 votes -
A Download to CSV button on our All User page and on the Teams page
Ability to download a report that contains users with their role and their seat listed.
2 votes -
Home page for collaborators
When a Collaborator is added to a Document, that Document should show in the Collaborator's Home screen under the appropriate status.
2 votes -
Show past-due renewals in the “Upcoming Renewals” tab
Enhance the “Upcoming Renewals” tab to also include documents with past-due renewals - for example, those that were supposed to renew within the last 30 days but haven’t yet been processed. This could be presented as a “Past Due” section within the same view or as a toggle/filter option.
2 votes -
Reorder items within the room
Reorder items (documents, folders) within the room
2 votes -
Fillable Fields: Remove anchoring of fillable fields inside tables or streamline the process.
Right now, fillable fields anchor themselves to the dominant part of the table whenever you try to use enter or backspace to move the fields.
Remove the anchoring or improve the field behavior in regards to when using enter or backspace to move them around within the table.
2 votes -
Allow Document Sender Reassignment Without Resetting Signatures
When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.
2 votes -
The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
2 votes
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