7582 results found
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Add AI Chatbot to the PandaDoc app for Mobile
Make AI Chatbot available for the PandaDoc app for Mobile.
1 vote -
25 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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[Quote builder] Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
9 votes -
Team Dashboard Add Back Button after drilling into someones dashboard
In Team Dashboard when you select a name and pull up the metrics for the team member, then go into one of the options (ie View) and when you click the back button it does not take you back to the team member dashboad but the Team Dashboad as a whole. Sounds like this is something that PandaDoc has not thought of having a back option so it takes you back to where you last were and not from the start which is not efficient
1 vote -
Have the option to remove the document from the finalized view if this was saved to a folder
Have the option to remove the document from the finalized view if this was saved to a folder
2 votes -
For the 'Catalog item details' API request to return product's subcategory.
For the 'Catalog item details' API request to return product's subcategory.
2 votes -
Automatically remove empty space created by smart content blocks when no conditions are met
When there are multiple smart content blocks on one page, and one of them has no conditions met, it leaves a blank space on the page. Would like to see a feature that automatically pushes the content from the pages below up into the empty space that was created by the empty, smart content block.
2 votes -
Create Editable Template from Uploaded file via API
Ability to make templates created via the ‘Create Template from File’ API editable upon upload, similar to how it works in the UI
2 votes -
editing content in quote builder
Edit content directly within the columns without having to open the Edit Quote page.
1 vote -
Ability to rename automation
Currently, the automation names are long. Having a way to rename them helps avoid confusion with other automations that have part of their names being the same.
1 vote -
Allow recipients to download signed PDF after signing, but not before
Users should be able to choose send or no send signed pdf when completed separately from turning off download
1 vote -
Retain recipients and metadata associated with it, when moving completed documents from one workspace to another.
To have the ability of retaining recipients and all metadata associated with it, when downloading a completed document from one workspace and uploading it in another workspace,
1 vote -
1 vote
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Request - Ask for More Information/Documents’ Option in Approval Workflow
Description:
Currently, the PandaDoc approval workflow only allows approvers to approve or reject documents. There is no option to request additional information or supporting documents and route the document back to the requester.We request a feature that allows approvers to:
Ask for more information/documents
Send the document back to the requester
Allow re-upload of supporting files
Resume the approval flow after updates
This will improve control, reduce rejections, and make the approval process more efficient and business-friendly.
1 vote -
Option to display the Deal Stage or Document Status in the Automations tab
When multiple identical automations are enabled at the template level, there’s no indication of which specific stage or status each one affects. For example, if I need to update the automation that triggers when the status changes to “Approved,” how am I supposed to identify the right one? At the moment, the only option is to open each automation individually to see whether it’s the one I need.
2 votes -
[bug] Discount in $ changes to % if the discount is 0.
When pushing data from HubSpot, if there is a line item without a discount (i.e.. $0.00), PandaDoc automatically changes the discount to a percentage for some reason. All line items are $$ amounts in HubSpot; this is happening on the backend. As a client-facing document, it looks unprofessional showing every other line item in $ and 1 line item in %. We have to manually change it to $ on every single document.
1 vote -
Merge Columns in Pricing Table
Merge columns in pricing table
1 vote -
Interactive AI avatar proposal for automated Q&A - Lemonslice
We’d love to see a direct integration with LemonSlice (or similar platform) to embed an AI avatar of the salesperson (using a photo) into each PandaDoc proposal. This interactive agent would:
Appear as the person sending the proposal
Answer customer questions in real time using proposal content as context
Help clarify details, reduce back-and-forth emails, and speed up decisions
The avatar would be automatically generated when a proposal is sent, using the document data and salesperson’s photo. Customers could then interact with it inside the proposal viewer - no extra links or tools needed.
This would create a smarter, more…
1 vote -
1 vote
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Automation that would eliminate the need to manually add the recipients and select Send after generating the document via HubSpot.
With HubSpot, as soon as you select the template, it would be nice for it to automatically add the recipients and send without having to manually do those two steps
1 vote
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