Settings and activity
45 results found
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88 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment -
31 votes
Hey 👋
Excited to share that non-sequential completion in the signing order has reached general availability and is now accessible to all users.
Please find more information in our help center.
We would appreciate any feedback.
Best regards,
Igor Stefaniuk
Principal Product Manager @ PandaDoc
An error occurred while saving the comment 
Natallia Skarabahatava
commented
set the signing order for multiple recipients to get the doc at the same time and then one to get it after all those people signed
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379 votes
Hi there 👋
I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.
Here's how it works:
1. Open a sent document.
2. Navigate to the settings of a recipient who hasn’t signed the document yet.
3. Click the action button:
– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).
– "Change signer" to reassign fields to another signer.
– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.
For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.
Thank you,
Igor Stefaniuk | Principal Product Manager
An error occurred while saving the comment Natallia Skarabahatava
commented
Ability to reassign fields on a sent document without having to revert it back to Draft
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46 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to create a doc from an opportunity record in Salesforce when product quantity is negative
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34 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Natallia Skarabahatava
commented
Pull product descriptions as bulleted list from Pipedrive to PandaDoc
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40 votes
Hi. 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!
An error occurred while saving the comment Natallia Skarabahatava
commented
Set the document to never expire
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362 votes
Document Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to select multiple templates to send documents in bulk, i.e. For example, I have Template A and Template B that I need to send together. Would I be able to send them as one send
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108 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
Automatically notify document creator/sender via email that a document expires soon
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260 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to set up the white background for PandaDoc notifications in emails, now it's a white window on a grey background
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86 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Placing the variables on the right-hand panel in the order they occur within the document
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101 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Prevent signers from downloading a signed document
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8 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Set up the font size and font type for the fields when crating documents via Create Document form PDF API call
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357 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Natallia Skarabahatava
commented
unexpire expired documents so that in case the doc has 2 signers, 1 signed and the other hasn't, and the doc is expired, the doc owner should be able to revert the doc back to Viewed/Sent and the 1st signer doesn't have to complete their part of the document anew
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30 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
specify the email address to be placed in the To line once a recipient replies to an email notification with the document recieved. As of the moment, the email address of the sender is indicated
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519 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
An error occurred while saving the comment Natallia Skarabahatava
commented
Conditional logic for fields:
a function, which puts in a prewritten text when I check a checkbox,An error occurred while saving the comment Natallia Skarabahatava
commented
Option to create a workflow when an answer is "yes" other fields pop-up to fill out
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17 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to add PandaDoc module to different objects in Zoho (now it's working only for Accounts, Contacts, Deal/Potential, Lead and Quotes). For ex., the user has Cars object in Zoho and would like to add the PandaDoc module there
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190 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Option to select different background colors for header (main header that is on top of a table) in the pricing table and a section header in the pricing table
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43 votes
An error occurred while saving the comment Natallia Skarabahatava
commented
Numbered list with
1. blah , then 1.1. blah blah; 1.2. blah blah blah; etc -
227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
An error occurred while saving the comment Natallia Skarabahatava
commented
Example: signing order is enabled. The doc is sent out and signed by the recipient. Then the docs comes back to the sender, and the sender needs anyone within their account to be able to sign this document
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298 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Natallia Skarabahatava
commented
option to send document to a single email address to be signed by two different people (husband and wife)
set up document title when creating documents from Zoho deals, currently the name of the deal is indicated