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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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329 results found

  1. Allow specifying sender email address with Whitelabeling

    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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Banner Of Feature Difference Across Plans Before Upgrading/Downgrading

    To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  3. Default Saved Message: automatically choose a saved message for a document

    Ability to set a default saved message

    15 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Send a notification to sender when document is viewed

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Remove users via SSO

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

    12 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  6. Hide Contacts section from team members

    Hide Contacts section from team members

    2 votes

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  7. 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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  8. 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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. merge workspaces within one account

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

    23 votes

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  10. 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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. 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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  12. Option to restrict access to the workspace for the Account owner/Admin

    Option to remove Account owner/Admin from the workspace

    16 votes

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

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. 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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  15. Add a middle name to personal information

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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  17. 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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  18. Ability to limit account users from creating tags.

    Ability to limit account users from creating tags.

    2 votes

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  19. 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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  20. 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).

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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