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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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342 results found

  1. 2 votes

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  2. Ability to access templates without a user license

    2 votes

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  3. 2 votes

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

    2 votes

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  5. 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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  6. 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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  7. Option to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity)

    2 votes

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  8. When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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  9. Have the ability to manage the visibility of contacts from users

    2 votes

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  10. Ability to add transaction ID# under signature.

    2 votes

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  11. A role which a user will only be able to view billing and not have access to documents, templates, etc.

    2 votes

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  12. Have the ability to import new Users via a CSV

    2 votes

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  13. receiving email updates when people in my company joins panda doc

    2 votes

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  14. Would like the option for the recipient to manually notify the sender of document completion.

    2 votes

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  15. Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.

    2 votes

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  16. 2 votes

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  17. Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.

    2 votes

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  18. 2 votes

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  19. Ability to enable suggestions by default

    2 votes

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

    2 votes

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