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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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293 results found

  1. 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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  2. bulk change user's email address in an account

    1 vote

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  3. 1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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  7. Option to disable bundling feature

    1 vote

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  8. upon PandaDoc "sign up" page make company name and company size as optional and not required fields
    as there are some individuals who would like to use platform

    1 vote

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

    1 vote

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  10. To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  11. Hide Contacts section from team members

    1 vote

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  12. Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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  13. ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  14. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  15. Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  19. disable SSO login page

    1 vote

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  20. a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    1 vote

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