156 results found
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receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Move a workspace to another account
Abilty to move workspace from one account to another
2 votes -
Admin to "Create Workspace" not possible
When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.
I hope product can place a banner or a notification message saying that only the main Admin Owner can create
2 votes -
2 votes
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Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
2 votes -
Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
2 votes -
Ability to have an auto fill signature button.
Ability to have an auto fill signature button.
2 votesLindsey Schocke responded
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Send bulk communication/email messages to workspace(s) users
We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.
2 votes -
Disable bundling feature
Option to disable bundling feature
2 votesValeryia Baranava responded
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2 votes
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restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
2 votes -
SMS verification should be Part 11 workspace default setting
For 21 CFR Part 11 workspace the Identity Verification should default to SMS setting for any signer added to a document or template AND the contact's phone number should auto populate.
1 vote -
Auto Detect and Placement of Variables
When uploading a Word document that already contains variables written in brackets (e.g., [Client.Name], [Company]), PandaDoc does not recognize them. They come in as plain text and each variable has to be manually recreated inside the editor one by one.
Auto-placement already works for fillable fields on DOCX import, so the expectation is that variables would behave the same way. For templates with a large number of variables, having to rebuild them manually after every upload adds significant time and friction to the workflow.
Requested behavior:
PandaDoc should automatically detect bracket-style placeholders on DOCX import and register them as variables…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 -
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 -
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 -
Limit a user's ability to send documents via text (SMS)
Ability to limit a user's ability to send documents via text (SMS)
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 -
Document view notifications that can be set based on document status (incomplete vs. complete)
I want to be notified every time a document is viewed before it is complete. I do not want to be notified every time after it is complete. Being able to set the notification preferences on incomplete vs. complete documents would be helpful.
1 vote -
Atlantic Time zone
Adding an Atlantic Time Zone for users in Eastern Canada and Puerto Rico.
1 vote
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