2991 results found
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Scheduling a notary session on behalf of someone else.
Ability to schedule a notary session on behalf of someone else, similar to how you can send a document on behalf of someone else.
2 votes -
Measure how many HubSpot deals we have sent a Room to
I need to connect Pandadoc room events to HubSpot to measure how many HubSpot deals we have sent to a room
2 votes -
Read/Unread indicator for completed documents in the Documents list
Description:
When a document is completed (signed by all parties), there is currently no visual indicator in the Documents list showing whether the sender has personally reviewed that document after completion. In teams managing high volumes of signed contracts, completed documents can accumulate without any way to tell at a glance which ones have been reviewed and which haven't.Feature request:
Add a Read/Unread visual indicator to the Documents list — similar to how email inboxes distinguish read from unread messages — showing whether the document owner has opened a completed document since its completion date.Expected behavior:
Documents the…
2 votes -
Silent Document Ownership Transfer via API
Add an option to transfer document ownership via API without sending an email notification to the new owner.
2 votes -
New Editor: Negative padding support removed, reducing custom design capabilities
he new PandaDoc editor no longer supports negative padding on content blocks such as images and text boxes. This was a key design capability they relied on and was one of their primary reasons for choosing PandaDoc.
Specific request: restore negative padding support in the new editor experience before the Q3 full rollout.2 votes -
extend recipient view audit log to include all views, not just the first
extend recipient view audit log to include all views, not just the first
this would be required for a security access audit on the document, controls need to exist to show details about every view
2 votes -
add audit trail entries for internal users that access/open a document
add audit trail entries for internal users that access/open a document
even after a document is signed, for security access control audits
2 votes -
in the document details endpoint, for each recipient, add the number of views that recipient has had on the underlying document
in the document details endpoint, for each recipient, add the number of views that recipient has had on the underlying document
2 votes -
Tracking Rejection Reasons in PandaDoc
When a document is rejected in an approval workflow, PandaDoc currently only allows a free-text comment as feedback. While helpful, this makes it very difficult to track, categorize, and report on rejection trends at scale.
What we're requesting:
A mandatory or optional dropdown field that appears when an approver rejects a document, allowing them to select a predefined rejection reason category (e.g., "Rep Error," "Missing Information," "System Issue," "Pricing Error," etc.) before the rejection is submitted. Ideally this would be configurable per workspace or template so teams can define their own categories.The ideal outcome:
Approvers select a rejection reason…
2 votes -
Notary Session Remiders
Ability to send reminders to recipients for on demand notary sessions.
2 votes -
Manage approval workflow emails and notifications via API
There should be a way to manage the approval notifications and emails to document's approvers when the documents are sent via API.
2 votes -
Quote Builder: Display Values in Parentheses
Add support for displaying values in parentheses in the Quote Builder.
Example: Discount ($200).2 votes -
Section-scoped token values when building document bundles via API
When using the sections/uploads endpoint to build a bundled document from multiple templates, token (variable) values passed in the second call are applied globally across the entire document - overwriting same-named token values from the first call.
Fields already support section-level scoping via the mergefieldscope=upload query parameter, but tokens do not. This creates a hard limitation for dynamic bundling use cases where templates are selected at runtime (e.g. from CRM data) and cannot be pre-configured with unique token names per bundle combination.
The current workaround — converting shared tokens to fields and using mergefieldscope=upload - requires…
2 votes -
Restrict the ability to change the document sender
The ability to restrict users from changing the document sender.
2 votes -
Notary Journl Export
Ability to export details from the notary journal regarding complete notary sessions.
2 votes -
The ability to prevent the syncing back of a 0 quantity product to the CRM
The ability to prevent the syncing back of a 0 quantity product to the CRM
2 votes -
Show link to custom Salesforce objects (i.e. CPQ quote) in the new design
At this point, once the document is created, we show links only to the records of the default objects (Opportunity and Quote). Would be great to show links to the records of custom objects as well.
2 votes -
Google drive favorite folder
Hi,
When adding a document for signature through Google Drive, please add a way to favorite or shortcut the folder that I typically work from. It is inconvenient to navigate to the folder each and every time. Thank you!
2 votes -
Improve role change transparency: user notifications, permission-aware error messaging, and UI access control
Currently, PandaDoc does not notify users when an admin changes their account role (e.g., from Member to Collaborator). Users only discover the change when they attempt to perform an action their new role no longer permits. Compounding this, users with restricted roles such as Collaborator still see action buttons like "Create New" in the UI, but clicking them returns a generic error message ("Sorry, we're having a little trouble. Please reload the page or contact our Support team.") rather than a clear, role-specific explanation.
his combination creates a frustrating and confusing experience, as users have no way of knowing their…
2 votes -
Automation: Create a folder when a document is sent. Title should contain the recipients company name
Currently, there is an automation that moves documents to folders, but not one that creates a folder. Need an automation that creates a folder and pushes a document into that folder based on certain criteria, such as the recipient's company
2 votes
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