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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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351 results found

  1. Having the option to disable to upload file option within the PandaDoc editor
    for end-users to not be able to add new documents

    1 vote

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  2. Bringing back the value to the Home Tabs

    1 vote

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  3. Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.

    1 vote

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  4. Ability to route failed deliverability to other email address

    1 vote

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  5. A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform

    1 vote

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  6. Our mgmt would like to see how many of our recipients are opening/completing their docs on mobile or desktop. We'd like to see this data, similarly to how Google Analytics displays that kind of reporting on site visitors.

    1 vote

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  7. increase current limit of 32 characters

    1 vote

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  8. 1 vote

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  9. Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.

    1 vote

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  10. Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients

    1 vote

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  11. The option to adjust the document's value under the Home Tab, rather than on the document level.

    1 vote

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  12. 1 vote

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  13. Ability to turn off reminder even the document was already sent.

    1 vote

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  14. Ability to have an auto fill signature button.

    1 vote

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  15. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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  16. Ability to receive notification emails for documents that await your signature (in the inbox).

    Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).

    1 vote

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  17. Ability for the account owner to restrict members from uploading documents/templates

    1 vote

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  18. We have hundreds of users on PandaDoc and we would like to see which users have not yet accepted their invitations / completed sign up. Would it be possible to add another column on the user view in Settings that indicates whether a user has completed sign up (Active) vs those that have not yet completed sign up (Inactive)?

    Thank you!

    1 vote

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  19. We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.

    1 vote

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  20. 1 vote

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