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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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337 results found

  1. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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  2. 2 votes

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  3. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  4. 1 vote

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  5. 1 vote

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  6. When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    1 vote

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  7. We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.

    2 votes

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  8. Ability to access templates without a user license

    2 votes

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  9. Have the ability to have guests with admin roles. Such as an IT account that will not create documents

    4 votes

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  10. 1 vote

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  11. Ability to report abuser user, document etc

    1 vote

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  12. Make Free eSign plan document limit to unlimited

    3 votes

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  13. We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.

    4 votes

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  14. customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"

    2 votes

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  15. Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed

    1 vote

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  16. 1 vote

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  17. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes

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  18. Having the option to disable to upload file option within the PandaDoc editor
    for end-users to not be able to add new documents

    1 vote

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  19. Bringing back the value to the Home Tabs

    1 vote

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  20. Have the ability to search for a document in one of the home tabs.

    1 vote

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