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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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332 results found

  1. delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    6 votes

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  2. Ability to enable suggestions by default

    1 vote

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  3. Ability to view payment clicks, or the user who already click the payment button.

    1 vote

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  4. provide a way to SORT the activity column

    1 vote

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  5. Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt

    1 vote

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  6. 1 vote

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  7. A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.

    2 votes

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  8. The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.

    2 votes

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  9. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    2 votes

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  10. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    3 votes

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  11. The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    4 votes

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  12. 6 votes

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  13. Ability to set an expiration date for the document for "today/by the end of the day".

    13 votes

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  14. As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    2 votes

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  15. 2 votes

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  16. Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?

    1 vote

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  17. Be able to disable a user account, but still see a record of all past users and see the history of their documents.

    1 vote

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  18. For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    15 votes

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  19. 4 votes

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  20. 1 vote

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