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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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347 results found

  1. 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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  2. 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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  3. Customer would like to rearrange the titles on the dashboard

    1 vote

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  4. 5 votes

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  5. Ability to access templates without a user license

    2 votes

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  6. 2 votes

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

    4 votes

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  8. 3 votes

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

    2 votes

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

    8 votes

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  12. 3 votes

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

    6 votes

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  14. 6 votes

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  15. 1 vote

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  16. 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

    4 votes

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  17. 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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  18. Ability to mark all inbox in PandaDoc mobile version as read or unread.

    5 votes

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  19. Ability to report abuser user, document etc

    1 vote

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  20. 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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