2995 results found
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Prefill the date field with document creation date
Hi Team,
There is an option to automatically fill the date field with the signing date but not an option to automatically fill the date field with the document creation date.
I'd like to see that introduced as an option.
2 votes -
Add catalog images to the pricing table via API
I want to add the products in a table that can then be selected or deselected but I want the catalogue images to be populated in there
2 votes -
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 -
Auto-populate recipient phone number from user profile for SMS verification
In workspaces with 21 CFR Part 11 compliance, SMS verification is required. The phone number should auto-populate from the workspace user profile to reduce manual entry and support compliance workflows at scale
2 votes -
HubSpot Workflow: deal trigger
Currently, there is only a contact trigger, but we want deal triggers to be available
2 votes -
Scheduling a notary session on behalf of someone else.
Ability to schedule a notary session on behalf of someone else, similar to how you can send a document on behalf of someone else.
2 votes -
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 -
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 -
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 -
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 -
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 -
Notary Session Remiders
Ability to send reminders to recipients for on demand notary sessions.
2 votes -
Manage approval workflow emails and notifications via API
There should be a way to manage the approval notifications and emails to document's approvers when the documents are sent via API.
2 votes -
Quote Builder: Display Values in Parentheses
Add support for displaying values in parentheses in the Quote Builder.
Example: Discount ($200).2 votes -
Section-scoped token values when building document bundles via API
When using the sections/uploads endpoint to build a bundled document from multiple templates, token (variable) values passed in the second call are applied globally across the entire document - overwriting same-named token values from the first call.
Fields already support section-level scoping via the mergefieldscope=upload query parameter, but tokens do not. This creates a hard limitation for dynamic bundling use cases where templates are selected at runtime (e.g. from CRM data) and cannot be pre-configured with unique token names per bundle combination.
The current workaround — converting shared tokens to fields and using mergefieldscope=upload - requires…
2 votes -
Restrict the ability to change the document sender
The ability to restrict users from changing the document sender.
2 votes -
Notary Journl Export
Ability to export details from the notary journal regarding complete notary sessions.
2 votes -
The ability to prevent the syncing back of a 0 quantity product to the CRM
The ability to prevent the syncing back of a 0 quantity product to the CRM
2 votes
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