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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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337 results found

  1. 2 votes

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  2. support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?

    I'd prefer to have our IT department to supervise support requests and admins to have visibility.

    The only way is to CC them in a reply to the emailed ticket.

    Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.

    2 votes

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  3. Group users by country or custom property for billing and then report on those segments

    1 vote

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  4. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  5. I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  6. It would be beneficial to have an option that can be granted to (1) admin or Super admin where a change can be implemented across all workspace.
    1. Branding
    2. Logo.
    3. Signature
    4. Email Address

    1 vote

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  7. Have the ability to receive a PDF of the notification to view on mobile.

    1 vote

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  8. Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    2 votes

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  9. Remove promotional banner as a default option in the settings

    2 votes

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  10. Customer would like to rearrange the titles on the dashboard

    1 vote

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  11. I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.

    24 votes

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  12. It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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  13. disable email notifications for bulk import

    2 votes

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    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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  14. Customer would like to a notification that recipient has receive the document

    2 votes

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  15. Ability for old clients to retain and use the old features that they have from their old accounts (Subscriptions)

    1 vote

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  16. Ability to add a phone number to a user's profile

    2 votes

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  17. Customer would like to have the ability to upload different signatures in their profile

    4 votes

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  18. Ability to include postal address

    1 vote

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  19. Ability to set a primary owner of a workspace different than the Account Owner

    9 votes

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