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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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329 results found

  1. Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.

    I need a better way to partition documents to maintain confidentiality.

    2 votes

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  2. Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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  3. 5 votes

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  4. Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed

    1 vote

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  5. Remove the owner from being copied on every notification for all licenses

    3 votes

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  6. 1 vote

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  7. When you sign up, you can use any email not only the business email with the custom domain.

    https://pandadoc.zendesk.com/agent/tickets/509043

    3 votes

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  8. Having the option to disable to upload file option within the PandaDoc editor
    for end-users to not be able to add new documents

    1 vote

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  9. Bringing back the value to the Home Tabs

    1 vote

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  10. Have the ability to search for a document in one of the home tabs.

    1 vote

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  11. Lock the feature in editor if that feature is not part of the subscription plan

    6 votes

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  12. Ability to add more than 20 collaborators for an additional charge.

    4 votes

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  13. Ability to choose email address when sending documents.

    1 vote

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  14. Ability to do Batch print within PandaDoc just like the other application

    1 vote

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  15. Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.

    1 vote

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  16. Ability to route failed deliverability to other email address

    1 vote

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  17. A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform

    1 vote

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  18. Our mgmt would like to see how many of our recipients are opening/completing their docs on mobile or desktop. We'd like to see this data, similarly to how Google Analytics displays that kind of reporting on site visitors.

    1 vote

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  19. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  20. Have the ability to manage the visibility of contacts from users

    2 votes

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