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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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340 results found

  1. Ability to view payment clicks, or the user who already click the payment button.

    1 vote

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  2. Ability not to select or tie email address to recipient

    2 votes

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  3. provide a way to SORT the activity column

    1 vote

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  4. option to remove signature in settings

    2 votes

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  5. Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt

    1 vote

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  6. 1 vote

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  7. Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.

    4 votes

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  8. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    3 votes

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  9. Download signature created or uploaded in PandaDoc account

    3 votes

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  10. Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    79 votes

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  11. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    4 votes

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  12. Option to suspend the user and not to delete or transfer the user (temporarily disable the account).

    2 votes

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  13. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  14. Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.

    5 votes

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  15. A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.

    4 votes

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  16. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  17. Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?

    1 vote

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  18. Be able to disable a user account, but still see a record of all past users and see the history of their documents.

    1 vote

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  19. 1 vote

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  20. The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.

    2 votes

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