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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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332 results found

  1. 1 vote

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  2. Ability to enable suggestions by default

    1 vote

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

    1 vote

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  4. provide a way to SORT the activity column

    1 vote

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  5. 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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  6. 1 vote

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

    1 vote

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  8. 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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  9. 1 vote

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

    1 vote

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

    1 vote

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  12. Option to disable bundling feature

    1 vote

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

    1 vote

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  14. 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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  15. 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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  16. 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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  17. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  18. 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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  19. 1 vote

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  20. 1 vote

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