903 results found
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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 vote -
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 -
native setting to prevent a document creator from filling out fields prior to sending
After the client completes their required fields and signs, we need the document to return to the original preparer so they can enter a contract start date and then sign. The key requirement is that this start date field must be technically locked and not editable by the preparer until after the client has executed the document.
Have the need to prevent the creator from filling in fields prior to sending.
1 vote -
Option to send via email even if send via link is selected
Noticing that sometimes a user selects “Link” instead of “Email / SMS”. It tends to slow down our workflows if the creator doesn’t realize they selected link and would like to have the option to send via email even if the send via link is selected.
1 vote -
Show reminders coming from document creator
Be able to show Auto-reminders coming from the document creator, not the document Owner
1 vote -
Customize the expiration time, not only the date.
Customize the expiration time, not only the date. If I send a document at 14:37, I want it to expire at 23:59, not at 14:37. For example: I create a document at 14:37 on 01.12.2025. I want it to expire in 3 days. PandaDoc will now let it expire on 04.12.2025 at 14:37. But it does not make any sense to expire at this time. At our company all documents expire at midnight. I want to be able to customise the exact time of expiration, not only the date/day.
1 vote -
Option to include the attach file to the completed signed document PDF
Option to include the attach file to the completed signed document PDF
1 vote -
Option to attach PDF drawings and stp files
As a company that provides engineering proposals, we attach PDF drawings and .stp file (3d models)
suddenly pandadoc wont allow any file other than a pdf to be attached, we have tried zipping files, compressing.... etc but this feature seems to be removed.Please add back in any file type attachment.
1 vote -
Option to manually change document status to sent
Option to manually change document status to sent
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 -
Make "Shared with me" Documents searchable"
Make "Shared with me" Documents searchable"
0 votes -
Native Variables for Net Total and Tax Total Across All Pricing Tables
We need native system variables (similar to Document.Value) that automatically calculate the net total and tax total across all pricing tables in a document.
Business Case:
Currently, Document.Value provides the gross total across all tables, but there's no equivalent for net totals or tax totalsUsers with multiple pricing tables (one per page/product) need these calculations without manual formula setup
This would improve consistency and reduce setup complexity for multi-table documents
Net and tax totals are as fundamental as gross totals for business documentationCurrent Limitation:
While Document.Value sums gross totals across all pricing tables, users must manually create custom…1 vote -
Display “Partially Signed” Status for Documents
Add a status or section within PandaDoc that indicates when a document has been partially signed meaning at least one recipient has signed, but not all assigned fields or recipients have completed their signatures yet.
1 vote -
Make KML files a supported file for attachements
We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.
1 vote -
Ability to unzip files with overly long file names
Be able to to unzip downloaded files with overly long file names.
1 vote -
Automatically assign fields when signer is changed
Have the ability to assign the fields when the signer is changed. At the moment, when a document is in draft mode and the sender decides to change the signer (without Template Roles), the fields are changed to unassigned instead of assigning it to the new signer.
1 vote -
[Settings] Individual Workspace settings
At current, workspace settings can only be accessed by Owners and Admins. Please provide a user-level workspace setting where defaults can be configured on a user level.
1 vote -
a setup where both you and the person you’re sending on behalf of can receive email replies
Possibility where both the sender and the person they're sending on behalf of can receive email replies.
1 vote -
Filter documents by attachments.
Filter documents by attachments.
1 vote
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