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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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330 results found

  1. Option to have multiple Sender Names for one login.

    1 vote

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  2. Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.

    1 vote

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  3. Once a document is sent, we don't want users to have the ability to accidentally hit edit since the 'share link' option is right above it. Adding this to the custom role abilities would bypass this.

    1 vote

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  4. Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.

    2 votes

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  5. Would like to group users by location/region/team (sales/support/etc) and set permissions based on the grouping.
    For example: they have x locations and each location has sales, support, admin and other teams within that workspace.
    The workspace should allow a grouping assigned by user per team and prevent that team from viewing other teams' data.

    In this case, the user can be restricted to see only their items or all the items, not by group.
    Creating a workspace per team + per location and applying custom roles per location is not scalable.

    452 locations + 1.2k+ users

    2 votes

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  6. 1 vote

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  7. The option to enable password for a workspace.

    3 votes

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  8. Add account ownership changes to the audit log.

    3 votes

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  9. My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.

    4 votes

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  10. Have the ability to search by company in Contacts and edit company name in all contacts

    1 vote

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  11. This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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  12. Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.

    2 votes

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  13. Account role that allows a user to search the entire account documents and download them, but cannot edit them.

    2 votes

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  14. A possibility to restrict access permissions so that a user can only create and manage rooms.

    2 votes

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  15. Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.

    2 votes

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  16. We would like one account user to be able to sign the document and another to be able to send the document only

    2 votes

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  17. 2 votes

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  18. Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.

    2 votes

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  19. The ability of after sending a Document have the system automatically take you back to the home screen.

    1 vote

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  20. Ability to set up different profile names in different workspaces.

    1 vote

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