7541 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 -
Automate sending a Report based on data within an account's Reports tab.
Customer wants to be able to automatically receive a Report of all Paid documents via CSV file, sent to her, as an example, every Monday. The report will include can include what's currently available within the Reports tab or a custom report.
2 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 -
Highlight sections of the template that are in need of approval
Currently, users can set up approval rules on templates based on quote fields (e.g., discounts applied to items). However, it’s not visually clear on the quote which sections are subject to these rules.
It would be great if sections requiring approval - when the conditions of the approval rules are met - were automatically highlighted so the approver can easily see what to focus on. For example, if any item in a section receives a discount that triggers an approval rule, that section should be visually highlighted.
This would allow approvers to quickly identify which parts of the quote require…
2 votes -
Remove/delete grand total (not just hide)
Remove the grand total
2 votes -
Customize notification on cancelled notary sessions.
Ability to customize notary message that is sent out for cancelled sessions. Currently includes email of person who created request. Would like it to reflect a 1-800 phone number instead.
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 -
Gantt chart content block
We have a gantt chart for project timelines in our template that we've build using a table feauture but we'd like in PandaDoc had a feature specifically for this especially because we know many of our competitoras in the space include Gantt charts in their proposals
2 votes -
Support Polymorhic Relations for Lookup Field in Salesforce
At this point, if lookup field in Salesforce refers to 2 objects at the same time, we are not creating objects under PandaDoc setup to pass variables.
2 votes -
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 -
[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 -
Stripe Installment and recurring payment
Limitation: recurring payments through Stripe only support weekly, monthly, or yearly frequencies, which don't accommodate quarterly or custom installment schedules.
Can we have the ability to match Installment to go the same as recurring options
2 votes -
Merge Columns in Pricing Table
Merge columns in pricing table
1 vote -
Automation: Automation with LinkSquare
Ability to automatically send or forward only fully executed (final, fully signed) contracts to an external platform (LinkSquares) via a designated email address, instead of relying on Google Workspace email forwarding rules.
2 votes -
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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