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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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339 results found

  1. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    17 votes

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  2. Option to remove Account owner/Admin from the workspace

    16 votes

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  3. Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    16 votes

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  4. For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    15 votes

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  5. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    14 votes

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  6. Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.

    14 votes

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  7. 13 votes

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  8. Ability to set an expiration date for the document for "today/by the end of the day".

    13 votes

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  9. I want to completely remove my profile photo. I do not want to replace it with another photo.

    13 votes

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  10. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    13 votes

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  11. Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    13 votes

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  12. Ability to adjust table row height

    12 votes

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  13. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    11 votes

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  14. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    11 votes

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  15. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    11 votes

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  16. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    11 votes

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  17. It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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  18. save initials in the account like signatures

    10 votes

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  19. Ability to set a primary owner of a workspace different than the Account Owner

    9 votes

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  20. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    9 votes

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