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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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339 results found

  1. The ability of after sending a Document have the system automatically take you back to the home screen.

    1 vote

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  2. I want to change the number notation in the price table.

    It currently is € 12,345.00 (American notation), and we want it to be € 12.345,00 (European notation).

    3 votes

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  3. Ability to set up different profile names in different workspaces.

    1 vote

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  4. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    13 votes

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  5. The ability to Bulk update user emails in an account

    2 votes

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  6. When people add others to my team I would like the option to approve

    1 vote

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  7. 2 votes

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  8. Customer would like to have the ability to upload different signatures in their profile

    4 votes

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  9. The ability to add a default sequence to documents without having to configure the sequences within settings.

    2 votes

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  10. set up the workspace currency in the workspace settings

    1 vote

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  11. 1 vote

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  12. Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.

    Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown

    1 vote

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  13. Custom role can be used for the SSO

    1 vote

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  14. Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  15. Remove expiration notification from the mobile app

    2 votes

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  16. invite new users without using a license

    5 votes

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  17. We'd like to restrict the users from adding new pages to the templates

    2 votes

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  18. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    2 votes

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  19. switch PandaDoc accounts without logging out and logging back in

    2 votes

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  20. Custom role has a permission to create workspaces

    1 vote

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