7359 results found

1. Ability to change the default "Sort by" option for product catalog when adding products to QB block

   Ability to change the default "Sort by" option for product catalog when adding products to QB block (for now Last modified is always set as default).

   2 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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2. Integration: Backdocket

   Ability to integrate with Backdocket

   2 votes

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3. Form attachments hover and open instead of downloading

   When a form is received and the uploaded data is in Excel/word. The contents needed to be downloaded before being viewed.

   2 votes

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   0 comments  ·  Forms  ·  Delete…  ·  Admin →
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4. Custom permission to disable access to making products optional in quote block.

   Prevent users from enabling the optional items toggle in a quote block.

   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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5. route document-related emails through a specific shared inbox in Pipedrive

   Im setting up Shared Inboxes in Pipedrive, how does this feature sync with the document creation and email reply to settings in pandadocs?

   2 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. email notifications when an automation has issues

   receive email notifications when an automation or integration have issues

   4 votes

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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7. Receive details of suggestion made via API call/webhook

   We generate a document using an API. This means we've created a template that is populated with content via the API. The document is successfully sent to the customer. The customer discovers an error (spelling, numbers swapped, etc.). They can point out this potential error in the PandaDoc web view. Both the sender and the recipient receive this information via email. We would also like to receive this information via the API (status) so that we can directly point it out in our system that populates the documents.

   2 votes

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   0 comments  ·  API  ·  Delete…  ·  Admin →
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8. Option to Disable Payment Reminders for Individual Documents

   Option to Disable Payment Reminders for Individual Documents.

   5 votes

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   1 comment  ·  Other  ·  Delete…  ·  Admin →
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9. Allow Changes to Original Items Reflect on the Same Item in a Shared Workspace

   Currently, templates and CLI's that are edited in their original workspace do not have the same changes reflected to the same items that are shared in other workspaces in the org.

   This causes great problems for clients, if those shared items are used for smart content, for example, no changes to the original item will reflect on the shared items. This causes clients to make several manual changes, duplicating the items so they will reflect the changes in the shared workspaces as well as reconfiguring smart content rules.

   7 votes

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   1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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10. Apply Recipient verification on Template level

    ID Check to be on by default for "Recipient" for new Documents created from new Template

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Move templates to another workspace

    Ability to move directly move templates to one workspace to another

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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12. Move send document button to the top of the page

    Client is requesting to have the 'Send Document' button higher. Similar to the Continue button on the preview screen to Review Recipients.

    When the Send Document button is low, users have to scroll down to click it, which is an unnecessary step. The button should be at a consistent level all the time.

    •  

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. automation improvement change draft status to sent

    automation that when draft document is manually downloaded as pdf or docx, it will change the status to sent

    3 votes

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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14. Automatic expiration for Deal Rooms: auto-archive or delete a Room after X days of inactivity

    Introduce the ability to set an automatic expiration or retention policy for Deal Rooms, such as auto-deletion or archiving after a specified period of inactivity or after a set number of days.

    2 votes

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    0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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15. Ability to view which user generated each API key in the PandaDoc UI

    Add the ability to view the user who generated each API key directly within the PandaDoc UI for better visibility and audit tracking.

    2 votes

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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16. Document Generation via AI

    🔍 Problem Statement
    What’s the problem this feature is solving? Why does it matter?

    🎯 Use Case / Desired Outcome
    What would the user experience look like if this existed? Describe how a user would interact with it.

    🧠 Proposed Solution
    What specifically would you like the AI to do? Is it generating entire documents, specific sections, summaries, or something else?

    🔁 Current Workaround
    What do you or customers do today to accomplish this, and what are the limitations?

    🌟 Impact
    How would this feature improve workflow, save time, or increase revenue/retention?

    🧪 Optional: Customer Interest / Accounts
    Do any specific accounts want this or have asked for this?

    ✅ Example
    Now here’s a completed version based on your prompt:

    🧩 Feature Title
    Document Generation via AI

    🔍 Problem Statement
    Users often struggle with writer’s block or inefficiency when building documents from scratch, especially proposals, contracts, or onboarding documents. Even with templates, manual entry of client-specific or context-specific language is time-consuming and error-prone.

    🎯 Use Case / Desired Outcome
    We want users to be able to click a button like “Generate with AI” inside PandaDoc and have a full draft generated based on inputs like:

    Document type (Proposal, NDA, Onboarding Form, etc.)

    Industry

    Customer Name and Deal Info (pulled from CRM fields)

    Key Points or Prompts (user can type a short description of what they want included)

    The AI would generate a well-structured draft using the company’s tone and formatting rules, which the user can then review, edit, and send.

    🧠 Proposed Solution
    Add an "AI Document Generator" to the PandaDoc editor sidebar. The AI would:

    Auto-generate entire documents or specific blocks based on input fields

    Pull data from CRM/custom variables

    Adjust tone (formal, friendly, persuasive)

    Allow prompts like “Create a project proposal for a software company in fintech”

    Offer versioning/history so users can revert or compare drafts

    This would integrate natively into the PandaDoc creation flow without needing external tools like ChatGPT.

    🔁 Current Workaround
    Today, users copy/paste from past documents, use manual template editing, or rely on external tools (like ChatGPT or Google Docs) to draft content before pasting it into PandaDoc. This adds friction, risk of version control issues, and takes users out of the PandaDoc environment.

    🌟 Impact
    Reduces document creation time by 40-70%

    Increases adoption of templates by allowing AI-powered customization

    Helps sales and success teams scale without sacrificing personalization

    Strengthens PandaDoc’s positioning in the AI productivity space

    🔍 Problem Statement
    What’s the problem this feature is solving? Why does it matter?

    🎯 Use Case / Desired Outcome
    What would the user experience look like if this existed? Describe how a user would interact with it.

    🧠 Proposed Solution
    What specifically would you like the AI to do? Is it generating entire documents, specific sections, summaries, or something else?

    🔁 Current Workaround
    What do you or customers do today to accomplish this, and what are the limitations?

    🌟 Impact
    How would this feature improve workflow, save time, or increase revenue/retention?

    🧪 Optional: Customer Interest / Accounts
    Do any… more

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. [Integrations][Salesforce][SFDC] 2-way sync for Quote object

    The client would like to create a document from Quote object in Salesforce and upon sending or completing the document and changing something in quote line items, write the information back to SFDC.

    3 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Remove arrow image in forward button from email notifications

    Delete images in notification emails sent from PandaDoc, such as the little arrow on the forward box

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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19. Ability to see how many and what agreements when using a specific template from our template library

    I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.

    2 votes

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    2 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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20. Replace Image without changing format

    Have the ability to change the image in an image block without changing the previously set format or margin.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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