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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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352 results found

  1. Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.

    2 votes

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  2. The ability of after sending a Document have the system automatically take you back to the home screen.

    1 vote

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  3. Ability to set up different profile names in different workspaces.

    1 vote

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  4. Custom Role - restrict usage of reminders

    3 votes

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  5. Ability to use saved messages for eforms

    2 votes

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  6. When people add others to my team I would like the option to approve

    1 vote

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  7. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    4 votes

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  8. Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Set up the format for different currencies in the workspace settings

    1 vote

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  10. 1 vote

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  11. Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.

    Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown

    1 vote

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  12. Custom role can be used for the SSO

    1 vote

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

    8 votes

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  15. Custom role has a permission to create workspaces

    1 vote

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  16. 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)

    2 votes

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  17. Abilty to move workspace from one account to another

    2 votes

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  18. 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.

    10 votes

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  19. 4 votes

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  20. The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence

    4 votes

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