Settings and activity
214 results found
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1 vote
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71 votes
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Christopher Ragland shared this idea ·
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
An error occurred while saving the comment Form our Forums: I think this is a big functional gap to not have a field which captures a date time stamp of when a signor executes an agreement. Not only does not having this create more work for people, but it also creates logistical nightmares because signors the opportunity to forward or backdate these fields (which is what a date picker field is for) but in the case of commencement dates a document recipient shouldn't be able to choose, the date time an agreement is signed should be objective and immutable.
An error occurred while saving the comment Feedback from our Forums, 'That makes automating an agreement commencement date on date of signing impossible. I cant belive such a core need has been left out.'
An error occurred while saving the comment For example, on an uploaded PDF where there is a spot for signature, name, and time of signing, can there be a way to input the time there of when the document is signed.
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101 votes
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An error occurred while saving the comment The ability to keep the IP address, but remove the location.
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5 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!
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22 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:
- Core actions like sending, viewing, signing, editing
- Advanced events such as payment status, KBA and QES attempts
- Metadata: timestamps, IP addresses, user identity
- Decline reasons and the user who declined
For more information, please click the link below!
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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 The ability to have the Fields open to anyone the document has been sent to.
Use case example, the user wants to gather information from a team and doesn't care who provides fills out the fields.
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18 votes
Valeryia Baranava responded
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144 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 Employee IDs, for example.
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8 votes
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21 votes
An error occurred while saving the comment At this time -- If we add a document to the contact record, it does not automatically link it to the company record.
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16 votes
An error occurred while saving the comment The ability to change the expiration date for Form documents in Expiration settings after the Form has been published.
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9 votes
An error occurred while saving the comment Change the order of the custom variables on the variables list in the PandaDoc editor.
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15 votes
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40 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!
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4 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!
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27 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!
PaymentsAn error occurred while saving the comment For example -- when a client makes a payment outside of payment integrations.
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169 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 allowing to auto-update your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
An error occurred while saving the comment Without having to use a theme.
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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 The ability to provide a message on the document completed email -- and just that one not the email when the document is initially sent.
An error occurred while saving the comment The ability to change the sending email. For example, from docs@email.pandadoc.net to christopher.ragland@pandadoc.com.
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104 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment For example, a document that was sent, signed, completed and then edited and sent back out. Can we have the option to download the version of the document that was sent first?
An error occurred while saving the comment For example, if a document was edited and put into draft status and no changes were made to the document.
Hello,
You can do this with the credit card field if you have Stripe connected to your account and the Stripe payment app added to your document or template. This integration allows you to store credit card information to be viewed in Stripe later.
When the customer fills out the field, the credit card information is obscured (you can only see the last 4 digits) but in Stripe, you will be able to see the full customer card information.
Open your Stripe account and click on “Customers” on the right. In the Description column, find the document name and click on it. Scroll down to the Cards tab and unfold it to view the payment info. From there, you can create a subscription or a one-time charge.
https://support.pandadoc.com/hc/en-us/articles/360017806894-Stripe#h_7ecaeb0a-035c-4d05-ab6a-25d964fa3fb7:~:text=To%20access%20their%20payment%20information%3A