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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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337 results found

  1. Ability to choose email address when sending documents.

    1 vote

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  2. 4 votes

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    Hi,

    Good news: With the latest Admin Panel update, it's now possible to change the workspace name within all plans. This update is being gradually rolled out during July and August. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.


  3. invite new users without using a license

    5 votes

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  4. Ability to do Batch print within PandaDoc just like the other application

    1 vote

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  5. Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.

    1 vote

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  6. Ability to route failed deliverability to other email address

    1 vote

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  7. Option to switch off "Collaborator requests access" notification for Admin users.

    4 votes

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  8. A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform

    1 vote

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  9. Our mgmt would like to see how many of our recipients are opening/completing their docs on mobile or desktop. We'd like to see this data, similarly to how Google Analytics displays that kind of reporting on site visitors.

    1 vote

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  10. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    3 votes

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  11. 4 votes

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  12. increase current limit of 32 characters

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. When inviting new members to a Workspace, an administrator may wish to limit the invitation to a specific period of time/days, so if the invite is never accepted, it would automatically expire and be removed as a pending invite in PandaDoc.

    2 votes

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  16. Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.

    1 vote

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  17. Disable default roles from the workspace admin page so custom roles can't be created from them.

    7 votes

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  18. Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.

    I need a better way to partition documents to maintain confidentiality.

    2 votes

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  19. Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients

    1 vote

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  20. The option to adjust the document's value under the Home Tab, rather than on the document level.

    1 vote

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