Settings and activity
29 results found
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2 votes
David Finkelstein shared this idea ·
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273 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment -
307 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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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.
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96 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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106 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!
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132 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
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9 votes
Valeryia Baranava responded
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10 votes
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27 votes
An error occurred while saving the comment This is such a obvious feature. I cannot understand why it is not available. It's like workspaces were an afterthought.
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4 votes
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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 This is really a critical component for anyone that is trying to use PandaDoc for securitizing documents. Without it custody transfer cannot be easily documented.
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4 votes
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77 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!
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7 votes
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32 votes
An error occurred while saving the comment This is such a terrible customer experience.
It cannot be hard to fix this.
"When sending the completion email, if PDF flag is set include PDF otherwise just send completion email"
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32 votes
An error occurred while saving the comment Being able to easily change the owner of a template is a significant oversight when you are trying to use APIs and share templates. Duplicating them is not really an answer because that creates tech debt that needs to be resolved.
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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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355 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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2 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!
This is a very much requested feature so that certain people in the organization can have an "automatically" signed document.