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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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331 results found

  1. Hide Contacts section from team members

    Hide Contacts section from team members

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. In-App notification for New Features

    Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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  3. Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  4. merge workspaces within one account

    merge workspaces within one account
    https://pandadoc.zendesk.com/agent/tickets/388823

    19 votes

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  5. remove invite new user button at the top of the dashboard from Manager User Accounts

    remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  6. ability to lock the permission to change description to the products for users in catalog

    ability to lock the permission to change description to the products for users in catalog

    3 votes

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  7. Option to restrict access to the workspace for the Account owner/Admin

    Option to remove Account owner/Admin from the workspace

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Remove logo from branding entirely within a workspace

    4 votes

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  9. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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  10. Add a middle name to personal information

    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. sending on members' behalf

    1 vote

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  12. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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  13. The ability for users with a 'Member' role to view all documents in a workspace, but not have the ability to edit/delete them.

    1 vote

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  14. Ability to limit account users from creating tags.

    Ability to limit account users from creating tags.

    2 votes

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  15. Add die cut lines for printing

    Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  16. Option to hide "resolved suggestions" in sent status

    Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    2 votes

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  17. Be able to change own license type as Account Owner

    2 votes

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  18. disable promotional window upon document completion for free esign plans

    3 votes

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  19. disable SSO login page option

    disable SSO login page

    1 vote

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  20. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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