2898 results found
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Attach quote as a PDF, when quote is sent
Please add an option to attach a PDF copy of the quote to the email PandaDoc sends recipients. Currently the email only links to the dynamic quote. Many customers prefer a PDF they can save, forward. Ideally a toggle at the template/workspace level.
Not just attachment on completion.
6 votes -
Populate the product description from Pipedrive from Products -> Variation -> Comment
Populate the product description from Pipedrive from Products -> Variation -> Comment, currently it is passed from Deal -> Products -> Show details -> Comment.
12 votes -
AI Content Detection & Automatic Approval Workflow
As AI-generated content becomes increasingly common in sales proposals, organisations need governance to ensure customer-facing documents are accurate, compliant and on-brand before they are sent.
We would like PandaDoc to automatically detect AI-generated text and images within a proposal and trigger a configurable approval workflow.
Business case
Many organisations encourage the use of AI to improve productivity, but AI-generated content can introduce risks including:Incorrect branding and logos
Inaccurate product or technical claims
Misleading AI-generated images or diagrams
Over-promising functionality
Legal, compliance and reputational riskRather than preventing AI use, PandaDoc should help organisations govern it.
Expected behaviour
When AI-generated…3 votes -
Contact List: Show the Company Name beside Name and Email Address
Have the Company Name of the contact show in the contact list just like the name and email address.
4 votes -
Support IdP Group Sync & Group-Based Workspace Assignment via SCIM
Enable SCIM group object provisioning and support dynamic workspace, role, and license assignment in PandaDoc based on IdP group membership (Okta, Entra, or other SAML/SCIM providers).
7 votes -
HTML Template
Ability to upload HTML format files as editable templates on PandaDoc.
3 votes -
Ability to link PandaDoc document to Salesforce Account
Only on Opportunity & Quote?
Then why can I create contracts on an Account, and have them automatically linked?
There must be a way to link existing contracts to the Account object as well, right?
3 votes -
Ability to reorder documents in Rooms
Enable users to arrange the sequence of documents in the Room based on preferred importance and priority.
3 votes -
Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
Create Bundled Products via API
the ability to create bundled products via API
3 votes -
Dynamic Payment Amount Based on Signing Date
Allow payment amounts in PandaDoc documents or forms to be automatically adjusted based on the date a recipient signs (completes) the document.
2 votes -
Downloads: add recipient name to the document title
When multiple documents with the same title are downloaded in bulk (documents are bulk uploaded), PandaDoc automatically adds numbers to the file names, which makes it difficult to distinguish between them. It would be helpful to include the recipient’s name in the document title instead.
3 votes -
2 votes
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Copy workflows into other workspaces
The ability to take a current workflow and copy it over into another workspace on the user end.
2 votes -
Quote builder - Ability to customize formatting (decimal place) for each column individually.
When changing the decimal place in the quote builder all numbers in the quote builder change. As an example lets say we change it to 3 places.
This can be very nice for showing the price of an item that can be to 3 decimal places, but for showing the total, it can be confusing to have 3 decimal places as it can be confused with a denominator separator.
Example: at a price of .055, 23220 units are purchased. So the total price shows up as 1,509.300 which can look like 1.5 million. When really it is just 1.5k and…2 votes -
Add the ability to skip or remove the Collect Payment step at the document level (new editor)
In the classic editor, we could add or remove payment on a per-document basis directly from the right-hand panel. This gave us the flexibility to decide at the time of creating a document whether payment collection was needed — without having to go back and modify the template every time.
Since the new editor rollout (Project Delta), payment is now controlled exclusively at the template workflow level. If a template has a "Collect Payment" step, every document created from it is forced through that step with no way to skip or remove it on the fly.
This is a significant…
2 votes -
Allow workspaces to have only specific document recipients to specific email domains
Comment from customer:
I am planning to create a PandaDoc workspace named Internal and wanted to know if it's possible to configure a rule or policy that restricts document recipients to specific email domains.
For this workspace, I would like to ensure that documents can only be sent to users with our internal email domain, @siebert.com. Is there a native setting or recommended approach to enforce this restriction?
2 votes -
Unpublish multiple forms at once
Unpublish multiple forms at once
2 votes -
2 votes
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3 votes
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