333 results found
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Certificate of Signature is to large / too many pages
The number of pages for a Certificate of Signature from a signing process is too large. Reduce the image size of the signature and placement of recipient verification to get a minimum of 3 signers/page.
1 vote -
Auto populate SMS phone numbers from domain / workspace user contact information
Extremely annoying for originator to have to enter signer phone number each time for SMS verification. Team members in the domain / workspace should have phone numbers auto populate in SMS field in when setting up templates and documents.
1 vote -
Filter organization-wide document list by recipient email
Currently, the Document Efficiency report under Reports provides an organization-wide view of documents, but recipient email is not available as a filter. The only workaround is to export the full data CSV and manually filter the "document recipient" column outside of PandaDoc.
What we're asking for: Add recipient email as a filterable field in the Document Efficiency report (or equivalent org-wide document view), so admins can quickly pull all documents sent to or received by a specific recipient without needing to export and process data externally.
Use case: Admins need to audit all documents associated with a specific contact —…
1 vote -
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 -
Document/PDF pagination
The ability to modify the scaling on a document. i.e when using a scanner, having the ability to modify dimensions from the document level vs from the scanner itself i.e Xerox.
1 vote -
Naming Conventions
It would be great if the final, completed document signed by customers could be saved as a different file name than the template name.
For example, the Template Name is Pacific Solar Contract - [Deal.DealName] because it is customer facing, but when the final, signed PDF is downladed to our server, we would like to name the file yyyy-mm-dd - [Deal.DealName], Signed Contract (with the date being the completed date).
1 vote -
Coloured tags for document management
Allowing colours to be added to tags so that they can stand out visually and provide a quicker way of visually sorting the tags attached to a document
1 vote -
Destination picker option during the making a copy of a template or document.
Feature Description: "Copy to Folder" Selector
Currently, when a user duplicates a template or document, the system automatically places the copy in the root (main) directory. This requires the user to leave their current view, locate the copy, and manually move it to the intended sub-folder.The Destination Picker eliminates these redundant steps by introducing a pop-up modal at the moment of duplication. This allows the user to specify exactly where the new file should live before it is even created.
1 vote -
Ability to add "@-mention" in a document chat once it gets sent out.
Ability to add "@-mention" in a document chat once it gets sent out.
1 vote -
Alternatives to retreieve a signed document
Alternative to retrieve a signed document. Adding a version control to easily protect the singer and sender if a signed document accidentally edited.
1 vote -
Rooms: Navigation bricking when Folders are top level
When a Folder is at the top level, both navigation and Document move/copy functionality are completely bricked. Major program defect. Documented in support Ticket #76173928: "Issue with Folder and Room Structure Affecting Document Copy and Move".
Solution options:
1. Prevent use of Folders at top level, require it must be Rooms.
2. Make program navigation and document move/copy navigation work if Folders are at the top level.1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to export contacts with links to PDF/Documents
Option to export contacts with links to PDF/Documents
1 vote -
On the document viewer page add a link to force out a reminder email.
On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.1 vote -
BRING BACK TRANSFER DATA!!!
I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.
I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes.…
1 vote -
Export documents in Markdown format
Hi there, it would be great to have the ability to export documents in .md format. Google Docs/Sheets do it too, and this is way better for AI to use and learn from our documents this way (without writing python scripts to read PDF/.docx files).
Thanks for considering this feature.1 vote -
Send notification to sender once a payment is initiated by a recipient
Send a notification to the sender once a payment is initiated by a recipient
1 vote -
Recipient Filtering
Can no longer filter our documents by multiple recipients at one time. It now only let's me filter for on recipient at a time.
1 voteHi,
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 video below:
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Tracking the number of extensions per document
Can PandaDoc track:
Number of extensions per document?1 vote -
Sort documents by RECIPIENT in Documents View
It is not possible to sort documents sent by RECIPIENT in the Documents View page - it is sorting by document name and all of my engagement letters have the same name so this is not helpful at all.
I need to log in our task management system the letters that are sent and it would be SO much easier if the letters were sorted alphabetically by last name of recipient. The ability to search through filters does not help with what I need. The ability to sort by recipient last name would save an immense amount of time when…
1 vote -
Change notification language depending on your role on the document
The language in the notifications a user receives is the same regardless of whether they are a signer or a cc'ed recipient. There is no call to action to sign the document, so they cannot tell if they need to take action or not. I'd like to have a signer receive a message to "please sign the document" or "your signature is required" or something, whereas a cc'ed recipient should receive a message like "you've been cc'ed on a document."
1 vote
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