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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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331 results found

  1. Send code via email instead of using an authenticator app

    1 vote

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  2. Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    2 votes

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  3. Remove promotional banner as a default option in the settings

    2 votes

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  4. Ability to adjust table row height

    12 votes

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  5. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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  6. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    1 vote

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  7. I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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  8. Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.

    1 vote

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  9. start document sequence numbering from 0

    1 vote

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  10. 4 votes

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  11. disable email notifications for bulk import

    2 votes

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    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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  12. Group users by country or custom property for billing and then report on those segments

    1 vote

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  13. Make Free eSign plan document limit to unlimited

    3 votes

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  14. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  15. Ability to add a phone number to a user's profile

    2 votes

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  16. I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  17. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    3 votes

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  18. Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

    6 votes

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  19. The ability to use a different email per workspace within an account.

    5 votes

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