897 results found
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Option to set a condition to go to the next page
So the initial engagement they sign page 1 and 3 but once we choose a product they need to sign page 2 and then once the bill has been page they need to sign page 4. I need to keep all these together so in the end I have one complete document.
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 -
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 -
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 -
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 -
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 -
Document Counter in Document List/ Folders
Visibility on the number of documents shown in the document list and document folders.
2 votes -
Ability to sign pandadoc documents in microsoft word
Ability to sign PandaDoc documents in Microsoft Word
2 votes -
Embed link to pandadoc so if you click the link it will not open a new window
Embed link to Pandadoc so if you click the link it will not open a new window
2 votes -
Ability to move the position of the reference number
Ability to move the position of the reference number in the PDF of a completed document, for example, from bottom left to top right.
2 votes -
Change recipient details on a completed document without editing the document
Update the recipients without editing the completed document
2 votes -
Ability for CC recepient to be added on the auto reminders
For the CC receipient to receive the notification for auto reminders
2 votes -
Option to set time zone for notifications
To have the option to set a time for notification since we do not want to receive notification during weekends
2 votes -
Filter to Exclude Moved Documents (i.e., Documents in Folders)
Ability to filter document view to exclude documents that have already been moved into folders, so they can focus only on unorganized or standalone documents.
2 votes -
Reporting - export all documents associate to a specific template
Ability to export all documents associated with a specific template and include the actual data completed by recipients as part of the document. I need it for reporting purposes.
2 votes -
Restrict recipients from accessing other recipients' document link
Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.
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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duplicating the same product multiple times with different column values directly through rules.
duplicating the same product multiple times with different column values directly through rules.
2 votes -
Restrict who can approve requests to access documents as a collaborator.
Restrict who can approve requests to access documents as a collaborator.
Currently, we’ve identified that any user (even users on Member role who created the document) who shares a link can approve an access request when a third party tries to open that link without having the proper permissions. This poses a risk to our internal controls.
We kindly request that only administrators be allowed to approve access requests to documents shared via links.
2 votes -
Require Attach a file when manually completing documents
if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.
2 votes
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