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
