Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to see or preview what it looks like after changing the Branding

    1 vote

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  2. 1 vote

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  3. 2 votes

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  4. Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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  5. Add an option so that all members of the workspace (not just managers) can access reporting.

    1 vote

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  6. Option to download signed doc as JPEG

    1 vote

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  7. move one team member from one workspace to another

    1 vote

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  8. Block user trying to get access to workspace

    2 votes

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  9. Have an option to restrict duplicating of documents.

    4 votes

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  10. restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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  11. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    3 votes

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  12. 10 votes

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  13. At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins

    1 vote

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  14. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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  15. Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    2 votes

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  16. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    5 votes

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  17. Have a possibility to create groups within workspaces

    3 votes

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  18. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    2 votes

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  19. Ability to add multiple users to multiple Workspaces all at once

    6 votes

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  20. branding as add on feature to lower plans

    1 vote

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