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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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337 results found

  1. Ability to add transaction ID# under signature.

    1 vote

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

    1 vote

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  3. Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc

    1 vote

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  4. Ability to overlay image into a video block

    1 vote

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  5. It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.

    1 vote

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  6. A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…

    1 vote

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  7. 1 vote

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  8. Ability to track devices used when a document is signed.

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. Ability to enable suggestions by default

    1 vote

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

    1 vote

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  13. provide a way to SORT the activity column

    1 vote

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  14. 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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  15. 1 vote

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

    1 vote

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  17. 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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  18. 1 vote

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

    1 vote

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

    1 vote

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