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Ideas to Improve PandaDoc

To assist us in comprehending your use case thoroughly and implementing the functionality that is truly beneficial to you, kindly respond to the subsequent questions when proposing your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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279 results found

  1. 4 votes

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  2. idea to add a message/link to the dashboard for all of our team members to see

    4 votes

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  3. move one team member from one workspace to another

    4 votes

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  4. Primarily a security feature with potential analytics application.

    4 votes

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

    4 votes

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  6. 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

    4 votes

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  7. Export sections of a document instead of the whole document

    4 votes

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  8. 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.

    4 votes

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  9. They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.

    4 votes

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  10. It would be nice to have the option to include signatures in the conditional approval workflow.

    4 votes

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  11. Allow editing several WS at once.

    4 votes

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  12. I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    4 votes

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  13. 4 votes

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  14. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    3 votes

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  15. 3 votes

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  16. The ability to use a different email per workspace within an account.

    3 votes

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  17. Remove the owner from being copied on every notification for all licenses

    3 votes

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  18. 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. "

    3 votes

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

    3 votes

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  20. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    3 votes

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