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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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326 results found

  1. Bringing back the value to the Home Tabs

    1 vote

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

    1 vote

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

    4 votes

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  4. 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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  5. Ability to route failed deliverability to other email address

    1 vote

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  6. 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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  7. 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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  8. 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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  9. Have the ability to manage the visibility of contacts from users

    2 votes

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  10. Option to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity)

    2 votes

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  11. increase current limit of 32 characters

    1 vote

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  12. 4 votes

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  13. 1 vote

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  14. Option to invite a Collaborator under Team and seats instead of adding them on the document level

    4 votes

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  15. Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.

    1 vote

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  16. 3 votes

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  17. Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.

    4 votes

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  18. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    4 votes

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  19. Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients

    1 vote

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  20. When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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