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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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339 results found

  1. 4 votes

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

    1 vote

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  4. Customer would like to a notification that recipient has receive the document

    2 votes

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  5. Make Free eSign plan document limit to unlimited

    3 votes

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

    1 vote

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

    2 votes

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  8. 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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  9. 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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  10. 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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  11. The ability to use a different email per workspace within an account.

    5 votes

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  12. Ability to include postal address

    1 vote

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  13. It would be beneficial to have an option that can be granted to (1) admin or Super admin where a change can be implemented across all workspace.
    1. Branding
    2. Logo.
    3. Signature
    4. Email Address

    1 vote

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  14. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    9 votes

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  15. 2 votes

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  16. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes

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  17. Have the ability to receive a PDF of the notification to view on mobile.

    1 vote

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  18. When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    1 vote

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  19. We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.

    2 votes

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