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Ideas to Improve PandaDoc

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  • 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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339 results found

  1. Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  2. Ability to change the background color of the email received by the recipient

    3 votes

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  3. Custom role has a permission to create workspaces

    1 vote

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  4. receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    1 vote

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  5. Abilty to move workspace from one account to another

    1 vote

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  6. For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
    I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.

    3 votes

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  7. 1 vote

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  8. It seems that when I change the logo, I can see inside the embedded document in the UI.
    But when I change the color of the button, that doesn't apply. (In info says that is applying for buttons from email). Does it not apply to embed documents?
    E.g. My button from email was changed to red, but that one from UI remains yellow.

    3 votes

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  9. 2 votes

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  10. The ability to add a default sequence to documents without having to configure the sequences within settings.

    2 votes

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  11. I want to change the number notation in the price table.

    It currently is € 12,345.00 (American notation), and we want it to be € 12.345,00 (European notation).

    3 votes

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  12. Send code via email instead of using an authenticator app

    1 vote

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  13. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    1 vote

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  14. I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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  15. Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.

    1 vote

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  16. Remove expiration notification from the mobile app

    2 votes

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  17. We'd like to restrict the users from adding new pages to the templates

    2 votes

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  18. start document sequence numbering from 0

    1 vote

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  19. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    2 votes

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  20. The ability to Bulk update user emails in an account

    2 votes

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