5403 results found
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4 votes
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Transfer documents from Hubspot to Salesforce
Automatic document transfer from Hubspot to Salesforce.
4 votes -
AI Content Detection & Automatic Approval Workflow
As AI-generated content becomes increasingly common in sales proposals, organisations need governance to ensure customer-facing documents are accurate, compliant and on-brand before they are sent.
We would like PandaDoc to automatically detect AI-generated text and images within a proposal and trigger a configurable approval workflow.
Business case
Many organisations encourage the use of AI to improve productivity, but AI-generated content can introduce risks including:Incorrect branding and logos
Inaccurate product or technical claims
Misleading AI-generated images or diagrams
Over-promising functionality
Legal, compliance and reputational riskRather than preventing AI use, PandaDoc should help organisations govern it.
Expected behaviour
When AI-generated…3 votes -
HTML Template
Ability to upload HTML format files as editable templates on PandaDoc.
3 votes -
Ability to link PandaDoc document to Salesforce Account
Only on Opportunity & Quote?
Then why can I create contracts on an Account, and have them automatically linked?
There must be a way to link existing contracts to the Account object as well, right?
3 votes -
Ability to reorder documents in Rooms
Enable users to arrange the sequence of documents in the Room based on preferred importance and priority.
3 votes -
Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
Create Bundled Products via API
the ability to create bundled products via API
3 votes -
3 votes
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Bulk removal of a specific approver.
Right now, you can only remove an approver on a template or draft document level. Provide a tool that can bulk remove an approver from all template or draft document that they are an approver on.
3 votes -
Pull Data Fields from documents via API or Webhooks
the ability to pull data fields from contracts via API or Webhooks
3 votes -
Conditional logic for "Send another document" automation — trigger based on certain criteria
A user sends a proposal. If the sender belongs to the Enterprise team, a follow-up MNDA should automatically be created and sent to a third-party contact pulled from the CRM. If the sender belongs to SMB, no follow-up is needed.
3 votes -
Downloads: add recipient name to the document title
When multiple documents with the same title are downloaded in bulk (documents are bulk uploaded), PandaDoc automatically adds numbers to the file names, which makes it difficult to distinguish between them. It would be helpful to include the recipient’s name in the document title instead.
3 votes -
Dynamic "Required Fields" Progress Counter
The recipient view displays the total number of required fields in the document, regardless of whether they have already been populated. For example, if a document contains 20 required fields and 18 are pre-filled via the API, the counter still displays "20 fields required."
Proposed Improvement: Update the counter to reflect only the incomplete required fields. In the scenario above, the UI should dynamically update to show "2 fields remaining."
For customers who pre-populate the majority of their document data via API, the current counter is misleading and potentially impacts completion rates as recipients think they need to complete more…
3 votes -
Discount Allocation by Pricing Group: Show Final One‑Time Total (with Discounts) and Separate Monthly Total
Feature Request Description:
Summary:
-Enable users to present two clean totals at the bottom of a quote— a final one‑time total that includes all applicable discounts and a separate recurring monthly total—without discount spillover between groups.Problem:
-When a discount is applied at the total level in PandaDoc, it is distributed across the entire pricing table. This prevents users from showing a discounted one‑time total while keeping the monthly total unaffected. Current workarounds—such as splitting content into multiple pricing tables or quote builder blocks—do not resolve the core limitation because total‑level discounts cannot be allocated to only one of the…3 votes -
Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
3 votes -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
3 votes -
UKG Integration
Integrate with UKG.com
3 votes -
Conditional approval based on HubSpot field
Conditional approval based on a HubSpot field.
Approval goes to a certain person if the ARR of the associated deal is over a certain amount, and does not go to that person if it is under a certain amount.3 votes -
Pass the default "Billing Start Date" field in HubSpot to PandaDoc Quote Builder
I would like to know if billing start date will eventually be available in the quote builder.
3 votes
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