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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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339 results found

  1. support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?

    I'd prefer to have our IT department to supervise support requests and admins to have visibility.

    The only way is to CC them in a reply to the emailed ticket.

    Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.

    2 votes

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  2. Disable default roles from the workspace admin page so custom roles can't be created from them.

    7 votes

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  3. receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    1 vote

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  4. We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.

    4 votes

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  5. Abilty to move workspace from one account to another

    1 vote

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  6. 1 vote

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  7. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  8. 1 vote

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  9. 4 votes

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

    1 vote

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  11. 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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  12. Have the ability to have guests with admin roles. Such as an IT account that will not create documents

    4 votes

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

    2 votes

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  14. Ability to adjust table row height

    12 votes

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  15. 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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  16. 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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  17. I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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  18. Option to switch off "Collaborator requests access" notification for Admin users.

    4 votes

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  19. 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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  20. start document sequence numbering from 0

    1 vote

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