7694 results found
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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 -
Downloadable Bulk Send Status Report with Recipient Tracking
The ability to generate and download a comprehensive status report for bulk send documents that shows which recipients have signed and which have not.
How should the feature work?
When a user sends documents via bulk send, they should be able to access a downloadable report (CSV/Excel format) from the bulk send dashboard that includes:Document names and recipient information
Current status of each document (Sent, Viewed, Completed, etc.)
Timestamp data for key actions
Filter options to view specific statusesOr include options in the Reports feature
1 vote -
Reinstate Free Usage Credits for Customers with Over 12 Years of Subscription
Long-term PandaDoc customers—those who have maintained an active subscription for more than 12 years. The recent policy change that sunsets free usage credits after the first 12 months may have a disproportionate effect on this segment of highly committed users. Reinstating complimentary usage credits for these long-tenure customers would recognize their longstanding partnership, boost satisfaction, and promote ongoing use of automation features without additional charges.
1 vote -
Remove permission to Member role to Invite new users
Remove permission to Member role to Invite new users
1 vote -
Enhance the Bulk Import interface
Make a sorting page or a page that lets you see the files you are uploading before you proceed with the bulk import. Right now, the moment you drag files into the Bulk Import page, it will upload it right away. This flow can be disrupted if your files are in different folders in your computer.
Sometimes, files are all over the place and it's a good thing to have this buffer page to let you navigate multiple folders to upload files from.
Current workaround is to consolidate files into one folder before uploading via Bulk Import.
1 vote -
Assigning Fields to Internal Non-Signers
Problem Summary
Currently, PandaDoc assigns all fields to roles on the template. If a field is unassigned when you send the document, PandaDoc will auto-assign it to a signer, making it editable by the client recipient—even if you intended it to be internal-only and “read only” for external signers. There’s no intuitive way, in the UI or API, to assign a field to an internal/non-signer, fill it pre-send, and then have it locked for the client who is the only signer. This results in a loss of control and integrity for fields intended as internal-use or immutable after preparation.1 vote -
Automated Page Breaks in Template Builder
In the template editor, it would be helpful to not only indicate page breaks via the marker on the margin, but to actually insert automatic page breaks directly.
This would make it much faster and easier to format pages properly. When relying solely on the page break marker, the final appearance of the page is always a guessing game.1 vote -
Multi-page Content Library Items are always inserted on a new page
I have a template with a page that contains a headline and a short text. Using a Smart Content Block, I'd like to be able to insert a multi-page Content Library Item directly after this text. The current problem is that multi-page Content Library Items are always inserted on a new page. This leaves a large white space on the page with the headline and text, while the CLI appears on the following page. It would be extremely helpful to have the content placed directly after the headline and text block.
Would it be possible to implement this feature?
Note:…
1 vote -
Automation to upload document to an MS Teams channel when status changed.
Once a document is executed/completed, have it uploaded to a Teams channel that can be defined within a template or at the time of creation.
1 vote -
shared with me
add filtering and search capabilities to Shared with me tab
1 vote -
UI/UX Improvements
The new UI/UX experience is awful. I have to click so many times just to get to drafts for review. I recorded a Loom of my experience. Please make this better! This is NOT an improvement.
1 vote -
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
1 vote -
Table Editing Tools
After the new update, now when you are editing a table the tool bar is at the very top or bottom of the table rather than at the row you are working in. Which means when working with a long table you are now wasting time continuously scrolling to the top/bottom to add a row or delete a row etc.
1 vote -
Flatten the Certificate Signature
Flatten the certificate signature so there is no option to copy the signature from the certificate
1 vote -
Downloads
I went to download a document from Pandadoc and when i did all of the documents were called the same thing, is there a way to change that? Also, is there a way to print double sided?
1 vote -
Map Microsoft Dynamics Discount Total
Have a function to map Microsoft Dynamics Discount Total to the Pricing Table in PandaDoc.
1 vote -
Introduce custom currency formatting settings for variables
Hi!
We would like to be able to modify currency values pulled from a CRM (HubSpot) into a template via variables, in particular ways.
For example by removing decimals.
1 vote -
Add a due date for signature
I use PandaDoc to share forms that require partner signatures before I can submit it. A due date for the partner's signature, with the ability to send auto reminders if it's not signed within 24 hours of the due date, would be really helpful.
1 vote -
Filter Documents Based on Signing Order
Our company uses signing order, so we sign second. We would like a way to pull a list of documents that have been signed by the client and are waiting on the second signer.
1 vote -
Choosing which recipient will receive a completed copy of the document
Allow sender to choose which recipient should be able to receive a copy of the completed documents instead of sending it to all recipients.
1 vote
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