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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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352 results found

  1. 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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  2. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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  3. 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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  4. 2 votes

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

    1 vote

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  7. 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. "

    5 votes

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  8. 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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  9. Customer would like to rearrange the titles on the dashboard

    1 vote

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  10. 5 votes

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  11. Ability to access templates without a user license

    2 votes

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  12. 2 votes

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

    9 votes

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

    4 votes

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  15. 3 votes

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

    2 votes

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  18. 3 votes

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  19. option to assign users to view a specific template only

    6 votes

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  20. 6 votes

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