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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • 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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281 results found

  1. custom role member should be able send the document without needing to edit it

    2 votes

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  2. Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

    4 votes

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  3. 1 vote

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  4. alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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  5. ability to disable chat option in a document

    38 votes

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  6. Export sections of a document instead of the whole document

    4 votes

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  7. Add space between numbered list

    12 votes

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  8. Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.

    1.
    2.

    3 votes

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  9. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    6 votes

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  10. ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    4 votes

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  11. 2 votes

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  12. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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  13. They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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  14. 25 votes

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  15. 3 votes

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  16. doc2doc for different workspaces

    1 vote

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  17. It would be nice to have the option to include signatures in the conditional approval workflow.

    4 votes

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  18. Central place to review all the users and their membership in workspaces.

    3 votes

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  19. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    11 votes

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  20. save initials in the account like signatures

    8 votes

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