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Ideas to Improve PandaDoc

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  • 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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328 results found

  1. Ability to add more than 20 collaborators for an additional charge.

    4 votes

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  2. 4 votes

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  3. Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.

    4 votes

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  4. The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    4 votes

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  5. 4 votes

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

    4 votes

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  7. Recipient should be able to still view the document after expiration

    4 votes

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  8. move one team member from one workspace to another

    4 votes

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  9. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    4 votes

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  10. Ability to delete logo

    4 votes

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

    4 votes

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  12. 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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  13. Allow editing several WS at once.

    4 votes

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  14. 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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  15. 3 votes

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  16. It seems that when I change the logo, I can see inside the embedded document in the UI.
    But when I change the color of the button, that doesn't apply. (In info says that is applying for buttons from email). Does it not apply to embed documents?
    E.g. My button from email was changed to red, but that one from UI remains yellow.

    3 votes

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  17. I want to change the number notation in the price table.

    It currently is € 12,345.00 (American notation), and we want it to be € 12.345,00 (European notation).

    3 votes

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  18. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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  19. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  20. Make Free eSign plan document limit to unlimited

    3 votes

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