Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    7 votes

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  2. Increase branding logo resolution on automated emails from PandaDoc

    2 votes

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  3. Ability to set an expiration date for the document for "today/by the end of the day".

    8 votes

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  4. upon PandaDoc "sign up" page make company name and company size as optional and not required fields
    as there are some individuals who would like to use platform

    1 vote

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  5. Ability to prevent users from manually changing status but still have document editing privileges.

    1 vote

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  6. 1 vote

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  7. The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    1 vote

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  8. To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  9. Ability to set a default saved message

    1 vote

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  10. 1 vote

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  11. 2 votes

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  12. 2 votes

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  13. Hide Contacts section from team members

    1 vote

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  14. Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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  15. Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.

    3 votes

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  16. ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  17. sign into the users account through your admin account to reset passwords.

    1 vote

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  18. 1 vote

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  19. As a feature request, it would be much easier to manage users if they were all in the same place – currently you have to flick between workspaces to work out who is where – all in one place, with notes saying which workspace that user has access to would be much easier to admin. Not a high priority.

    1 vote

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  20. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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