2928 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. 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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4. 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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5. 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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6. Pull Data Fields from documents via API or Webhooks

   the ability to pull data fields from contracts via API or Webhooks

   4 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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7. 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

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. 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

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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9. HTML Template

   Ability to upload HTML format files as editable templates on PandaDoc.

   3 votes

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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10. 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

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. Notary Journl Export

    Ability to export details from the notary journal regarding complete notary sessions.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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12. The ability to prevent the syncing back of a 0 quantity product to the CRM

    The ability to prevent the syncing back of a 0 quantity product to the CRM

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. Show link to custom Salesforce objects (i.e. CPQ quote) in the new design

    At this point, once the document is created, we show links only to the records of the default objects (Opportunity and Quote). Would be great to show links to the records of custom objects as well.

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. Google drive favorite folder

    Hi,

    When adding a document for signature through Google Drive, please add a way to favorite or shortcut the folder that I typically work from. It is inconvenient to navigate to the folder each and every time. Thank you!

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Improve role change transparency: user notifications, permission-aware error messaging, and UI access control

    Currently, PandaDoc does not notify users when an admin changes their account role (e.g., from Member to Collaborator). Users only discover the change when they attempt to perform an action their new role no longer permits. Compounding this, users with restricted roles such as Collaborator still see action buttons like "Create New" in the UI, but clicking them returns a generic error message ("Sorry, we're having a little trouble. Please reload the page or contact our Support team.") rather than a clear, role-specific explanation.

    his combination creates a frustrating and confusing experience, as users have no way of knowing their role changed, no clear indication of what they can and cannot do, and no actionable guidance when they hit a permission wall.

    Requested improvements:
    1. Send an automated email notification to a user when their account role is changed by an admin, including their previous role, their new role, and who made the change.

    1. Remove action buttons that are inaccessible to the user's current role from the UI entirely. For example, Collaborator-role users should not see the "Create New" button, as they do not have permission to create or upload documents.

    2. Where complete removal is not feasible, replace the current generic error with a role-aware message such as: "Your current role does not allow you to create documents. Please contact your administrator to update your permissions."

    Expected impact:
    Reduced confusion for end users, fewer support escalations around permission-related issues, and a more transparent, intuitive, and seamless product experience overall.

    Currently, PandaDoc does not notify users when an admin changes their account role (e.g., from Member to Collaborator). Users only discover the change when they attempt to perform an action their new role no longer permits. Compounding this, users with restricted roles such as Collaborator still see action buttons like "Create New" in the UI, but clicking them returns a generic error message ("Sorry, we're having a little trouble. Please reload the page or contact our Support team.") rather than a clear, role-specific explanation.

    his combination creates a frustrating and confusing experience, as users have no way of knowing their… more

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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16. 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

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    0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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17. Automation: Create a folder when a document is sent. Title should contain the recipients company name

    Currently, there is an automation that moves documents to folders, but not one that creates a folder. Need an automation that creates a folder and pushes a document into that folder based on certain criteria, such as the recipient's company

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Save multiple files to Salesforce for bundled documents

    If the document is a bundle (contains a few documents), we should save them separately under Salesforce Files (at this point we save one generic document).

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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19. API: Auto-convert uploaded DOCX documents to editable format without requiring manual UI action

    When a DOCX file is uploaded via the PandaDoc API, it remains static and read-only by default, and the "Make editable" conversion currently requires a user to manually open the document in the editor UI.

    2 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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20. 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

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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