Settings and activity
7 results found
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23 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
An error occurred while saving the comment Ann Flynn supported this idea ·
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166 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
An error occurred while saving the comment I also agree with Erin Clancy. For audit purposes, or due diligence items when going out for investors, this is critically important.
We want to be able to have all the data points - who approved and when, who signed and when, etc. How long it took to approve would be great as well.
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444 votes
Great news – redirect after completion is now available for all business and enterprise customers 🎉
With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process. To learn more, simply watch this video or visit our Help Center.
We'd love your feedback!
Igor, Product Team
An error occurred while saving the comment Yes, please! I'd love to give this a try. Thank you!
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11 votes
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265 votes
Hi there,
Thank you for taking the time to submit your feature request to PandaDoc’s UserVoice. We have great news!
2-Factor Authentication (2FA) has been released and can be configured via Settings > Security. For more information on 2-Factor Authentication, check out this article.
We appreciate your help in making PandaDoc the best product for our customers. If you have any ideas on how we can continue to improve, please continue to submit them here.
An error occurred while saving the comment Please please upgrade to offer 2FA!
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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
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94 votes
The status of this suggestion is currently unchanged. Please check back for updates.
For our CFO, this is CRITICAL information - for audits and due diligence, we need to be able to see everything about the life of a document. Who approved, how long it took to approve, any changes made to anything.
Also want to be able to see in the audit trail when reminders are sent.