2995 results found

1. Expand functionality of the Audit Log - increase length

   It would be extremely valuable if the audit log retained historical data for longer than the current retention period.

   Currently, if a document was deleted or archived more than six months ago, there is no way to identify who performed the action or when it occurred. This makes investigating historical issues or responding to customer queries difficult.

   An extended or searchable audit history would improve traceability, accountability, compliance, and troubleshooting by allowing administrators to review document activity beyond the current retention window. Ideally, organisations could configure the retention period based on their business or compliance requirements.

   4 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. 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

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   3 comments  ·  Automations  ·  Delete…  ·  Admin →
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3. Room-related webhook events (such as room.created, room.viewed, etc.)

   Function that would allow customers to detect Room activity via the API and connect it to their CRM data.

   6 votes

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   1 comment  ·  API  ·  Delete…  ·  Admin →
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4. Document.Value on pandadoc__PandaDocDocument__c object in Salesforce

   The customer would like to see Document.Value as a field on pandadocPandaDocDocumentc object in Salesforce.

   5 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. Measure how many HubSpot deals we have sent a Room to

   I need to connect Pandadoc room events to HubSpot to measure how many HubSpot deals we have sent to a room

   4 votes

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   0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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6. 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

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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7. Quote Builder Section Selection to Dynamically Trigger Smart Content

   Allow Smart Content blocks to be triggered dynamically based on Quote Builder section selection, so that when a recipient selects a package/section in Quote Builder, the corresponding service descriptions automatically populate in the document.

   3 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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8. Sequential milestone signing from a single recipient within one document

   To get multiple signatures from the same recipient but at different points in time.

   The specific document we want to use is a "project tracker" where we need the customer to approve different project milestones.
   After a milestone is approved, we can proceed to the next project phase.

   Currently, if we place all signature fields on the document initially, customers must complete every signature field for the document to be considered complete.

   It would be helpful if we could assign a signing order per signature field or a specific date for each signature.

   3 votes

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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9. Delete/ Archive options

   You should be able to select options:
   Remove the auto-delete function in the Archive
   Or set a timeline of your choosing
   Or manually delete from the archive

   4 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Auto-populate recipient phone number from user profile for SMS verification

    In workspaces with 21 CFR Part 11 compliance, SMS verification is required. The phone number should auto-populate from the workspace user profile to reduce manual entry and support compliance workflows at scale

    2 votes

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    1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. 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 risk

    Rather than preventing AI use, PandaDoc should help organisations govern it.

    Expected behaviour
    When AI-generated content is detected:

    Flag the document before it can be sent.
    Display which pages or sections contain AI-generated content.
    Allow administrators to configure approval rules (e.g. Marketing, Product Manager or Sales Manager approval).
    Record an audit trail showing AI-generated content was reviewed and approved.
    Allow thresholds such as "AI content detected" or "More than 25% AI-generated" to trigger approvals.

    This would help organisations confidently adopt AI while maintaining quality, consistency and compliance for customer-facing proposals.

    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 risk

    Rather than preventing AI use, PandaDoc should help organisations govern it.

    Expected behaviour
    When AI-generated… more

    3 votes

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    1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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12. 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).

    10 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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13. Clio integration

    Native integration with Clio.com

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. Allow removal of bullet/number from a list item while retaining its indent alignment

    When building documents with numbered or bulleted lists, users frequently need to add continuation paragraphs beneath a list item — sub-paragraphs that visually align with where the list item's text begins, but without displaying any bullet or number marker.

    Current behavior:
    The editor offers two unsatisfactory options:

    Using the Indent button — creates an indented paragraph but does not match the text-start position of the list item above it, resulting in a visible misalignment
    Adding a list item — aligns correctly, but always shows a bullet, number, or symbol which is inappropriate in formal documents

    The only available workaround is manually inserting spaces or pressing Enter between lines and using the spacebar to approximate alignment — an imprecise, time-consuming process that produces inconsistent results across different screen sizes or PDF exports.

    Requested behavior:
    Add a way to remove the list marker (bullet/number/symbol) from a list item while preserving its indentation level. This would allow users to create cleanly aligned continuation paragraphs under numbered clauses without the marker appearing in the final document. This could be implemented as:

    • A "no marker" option in the list style picker
    • A dedicated "continuation paragraph" indent style that snaps to the text-start position of the preceding list item
    • OR: a toggle to hide the marker visually while keeping the indent

    Impact:
    This is particularly important for legal contracts, compliance documents, policy agreements, and any formal document where numbered clauses are standard. Users currently face a choice between misaligned text or unwanted markers — both of which undermine the professional appearance of the document. A clean hanging indent for continuation paragraphs is a fundamental word-processing capability expected in a professional document editor.

    When building documents with numbered or bulleted lists, users frequently need to add continuation paragraphs beneath a list item — sub-paragraphs that visually align with where the list item's text begins, but without displaying any bullet or number marker.

    Current behavior:
    The editor offers two unsatisfactory options:

    Using the Indent button — creates an indented paragraph but does not match the text-start position of the list item above it, resulting in a visible misalignment
    Adding a list item — aligns correctly, but always shows a bullet, number, or symbol which is inappropriate in formal documents

    The only available workaround is… more

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Hide "Setup Payment" step when payments are globally disabled

    In the new document creation experience, the "Setup Payment" step appears in the workflow for every document — even when payment collection is globally disabled at the workspace level. This forces users to click through an irrelevant step every time they create a document, adding unnecessary friction to their workflow.

    Expected behavior:
    If payments are disabled globally in workspace settings, the "Setup Payment" step should not appear in the document creation flow at all. It should only be visible when payments are enabled.

    Additional context:

    Users who previously relied on a streamlined document creation → generate link flow now require at least 5 clicks where fewer were needed before
    The current workaround (toggling the payment step off per document) adds more clicks than simply clicking through the step itself, making it counterproductive
    This has been raised by multiple customers since the new experience launched
    This is particularly impactful for users who never use payment collection and have no reason to interact with this step

    Customer impact:
    High — affects every document creation for users with payments disabled. Directly impacts daily workflow efficiency and has caused frustration among long-term users who experienced a more streamlined process in the previous editor.

    In the new document creation experience, the "Setup Payment" step appears in the workflow for every document — even when payment collection is globally disabled at the workspace level. This forces users to click through an irrelevant step every time they create a document, adding unnecessary friction to their workflow.

    Expected behavior:
    If payments are disabled globally in workspace settings, the "Setup Payment" step should not appear in the document creation flow at all. It should only be visible when payments are enabled.

    Additional context:

    Users who previously relied on a streamlined document creation → generate link flow now require… more

    2 votes

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    0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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16. Claude MCP integration with EU Server

    Have Claude MCP integration with EU Server

    1 vote

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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17. Prefill the date field with document creation date

    Hi Team,

    There is an option to automatically fill the date field with the signing date but not an option to automatically fill the date field with the document creation date.

    I'd like to see that introduced as an option.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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18. Add catalog images to the pricing table via API

    I want to add the products in a table that can then be selected or deselected but I want the catalogue images to be populated in there

    2 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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19. Unified Contract Dashboard & Management for External/Received Documents

    User Problem / Scenario:

    Users who frequently sign contracts created by external parties (where they are the recipient/signer) have no reliable, centralized way to organize, search, or track these documents long-term. Currently:

    • External documents disappear from the Home page view after 1 year.

    • Users cannot apply folders, tags, or status labels to external documents.

    • There is no filtered view to isolate "Documents Received / Signed" vs. "Documents Sent / Owned."

    • This creates a high risk of lost contracts and forces users to rely on error-prone manual PDF downloads.

    Proposed Solution:

    1. Persistent Access: Allow external documents to remain visible in the account beyond the 1-year mark.

    2. Organization Tools for Recipients: Enable recipients to apply tags/labels, custom notes, and folders to external documents within their own view.

    3. Dedicated View/Filter: Add a tab or filter on the Home page/Document List specifically for "External Documents" or "Signed by Me."

    User Problem / Scenario:

    Users who frequently sign contracts created by external parties (where they are the recipient/signer) have no reliable, centralized way to organize, search, or track these documents long-term. Currently:

    • External documents disappear from the Home page view after 1 year.

    • Users cannot apply folders, tags, or status labels to external documents.

    • There is no filtered view to isolate "Documents Received / Signed" vs. "Documents Sent / Owned."

    • This creates a high risk of lost contracts and forces users to rely on error-prone manual PDF downloads.

    Proposed Solution:

    1. Persistent Access: Allow external documents to remain visible in the… more

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. HubSpot Workflow: deal trigger

    Currently, there is only a contact trigger, but we want deal triggers to be available

    2 votes

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    0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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