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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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337 results found

  1. Ability to access templates without a user license

    2 votes

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  2. Ability for Table block in PD to have the same features as Microsoft Excel

    4 votes

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  3. customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"

    2 votes

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  4. Ability for old clients to retain and use the old features that they have from their old accounts (Subscriptions)

    1 vote

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  5. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    7 votes

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  6. 1 vote

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  7. 1 vote

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  8. When inviting new members to a Workspace, an administrator may wish to limit the invitation to a specific period of time/days, so if the invite is never accepted, it would automatically expire and be removed as a pending invite in PandaDoc.

    2 votes

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  9. 1 vote

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  10. Ability to report abuser user, document etc

    1 vote

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  11. 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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  12. 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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  13. 5 votes

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

    3 votes

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  16. 1 vote

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  17. 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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  18. 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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  19. Bringing back the value to the Home Tabs

    1 vote

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

    1 vote

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