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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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338 results found

  1. save initials in the account like signatures

    10 votes

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  2. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    18 votes

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  3. If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF

    1 vote

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  4. Send a notification to the team once the template is updated/edited

    4 votes

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  5. They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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  6. 1 vote

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  7. 3 votes

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  8. Central place to review all the users and their membership in workspaces.

    3 votes

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  9. 2 votes

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  10. Allow editing several WS at once.

    4 votes

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  11. Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    3 votes

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  12. 6 votes

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  13. I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    4 votes

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  14. doc2doc for different workspaces

    1 vote

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  15. 2 votes

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  16. 1 vote

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  17. 1 vote

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  18. 0 votes

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