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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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329 results found

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

    2 votes

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  2. 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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  3. 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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  4. 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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  5. 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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  6. Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?

    1 vote

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  7. 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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  8. 1 vote

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  9. 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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  10. As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    2 votes

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  11. 2 votes

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  12. Prevent Members from editing templates created by others by disabling Fields

    1 vote

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  13. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    8 votes

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  14. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  15. Be able to enter or modify VAT number and company name for the billing info

    1 vote

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  16. Option to disable bundling feature

    1 vote

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  17. Ability to prevent users from manually changing status but still have document editing privileges.

    1 vote

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  18. Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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  19. 2 votes

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  20. delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    7 votes

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