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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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329 results found

  1. 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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  2. 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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  3. Automatically apply the signer's name to the document completion notification

    2 votes

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  4. invite new users without using a license

    5 votes

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

    2 votes

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

    2 votes

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  7. Custom role has a permission to create workspaces

    1 vote

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  8. 2 votes

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

    7 votes

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  11. 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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  12. Abilty to move workspace from one account to another

    1 vote

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

    3 votes

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

    8 votes

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  15. 4 votes

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  16. Ability to adjust table row height

    13 votes

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

    1 vote

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  18. 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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  19. 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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  20. Remove promotional banner as a default option in the settings

    2 votes

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