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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. An ability to resize logo for the recipient's view

    9 votes

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  2. Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.

    9 votes

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  3. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    9 votes

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  4. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    9 votes

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  5. ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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  6. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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  7. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    8 votes

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  8. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    8 votes

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  9. Disable default roles from the workspace admin page so custom roles can't be created from them.

    7 votes

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  10. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    7 votes

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  11. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  12. 7 votes

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  13. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 votes

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  14. CC recipients on sent documents and have the option to be notified on the status change.

    7 votes

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  15. Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

    7 votes

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  16. Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

    6 votes

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  17. Lock the feature in editor if that feature is not part of the subscription plan

    6 votes

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  18. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  19. Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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  20. delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    6 votes

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