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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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311 results found

  1. Option to remove Account owner/Admin from the workspace

    14 votes

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  2. The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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  3. Ability to add transaction ID# under signature.

    1 vote

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  4. A role which a user will only be able to view billing and not have access to documents, templates, etc.

    1 vote

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  5. Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc

    1 vote

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  6. Ability not to select or tie email address to recipient

    2 votes

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  7. It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.

    1 vote

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  8. option to remove signature in settings

    2 votes

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  9. A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…

    1 vote

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  10. 1 vote

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  11. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  12. Ability to track devices used when a document is signed.

    1 vote

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  13. Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.

    1 vote

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  14. 2 votes

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  15. Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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  16. 1 vote

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  17. Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.

    1 vote

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  18. 1 vote

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  19. Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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  20. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    8 votes

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