840 results found

1. Count all the templates/documents in folder (including subfolders)

   Be able to see the number of all documents/templates in the folder (including subfolders)

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2. Customize PDF name
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3. Automatic PDF attachment to email within the Bulk Send feature

   Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

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4. From Completed to Viewed

   Change document status from Completed to Viewed manually

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5. Apply text settings to the whole column

   Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)

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6. mass check documents that are being sent out of bulk to know if any of them differ from the original template

   mass check documents that are being sent out of bulk to know if any of them differ from the original template

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7. Save CL items as docx docs
   2 votes

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8. Total Documents Icon

   Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

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9. Confirmation before sending to added recipient

   At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

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10. Add tag colors for further organization

    The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Distinguish recipient status in the doc list
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12. A way of marking a completed document as amended
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13. Bulk download on Inbox page
    2 votes

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14. [Comments] Ability for recipients to send private comments
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15. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

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16. [Bulk action] Ability to change sequence of multiple templates at once
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17. Catalog - Ability to update custom columns with a CSV
    2 votes

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18. Apply Recipient verification on Template level

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

    1 vote

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19. 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

    1 vote

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20. a setup where both you and the person you’re sending on behalf of can receive email replies

    Possibility where both the sender and the person they're sending on behalf of can receive email replies.

    1 vote

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