Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Have an option to restrict duplicating of documents.

    2 votes

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  2. Have a possibility to create groups within workspaces

    2 votes

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  3. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    2 votes

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

    2 votes

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  5. The administrator could restrict workspace users from changing some recipients when sending documents.

    2 votes

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  6. when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    2 votes

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  7. Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire

    2 votes

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  8. How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.

    2 votes

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  9. 2 votes

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

    2 votes

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  11. Having an option to define a user/users who cannot send their documents out without having them approved

    2 votes

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  12. This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

    2 votes

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  13. Have a way on the dashboard or somehow labeled on the document list to indicate if that specific document had been downloaded.

    2 votes

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  14. 2 votes

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  15. 2 votes

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  16. 2 votes

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  17. alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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  18. Have contacts in PandaDoc grouped by a specific group name.

    2 votes

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  19. Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.

    1.
    2.

    2 votes

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  20. 2 votes

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