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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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340 results found

  1. Block user trying to get access to workspace

    4 votes

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  2. 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

    4 votes

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  3. Ability to delete logo

    4 votes

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

    4 votes

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  5. 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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  6. Send a notification to the team once the template is updated/edited

    4 votes

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  7. Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.

    3 votes

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  8. Add account ownership changes to the audit log.

    3 votes

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  9. Custom Role - restrict usage of reminders

    3 votes

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  10. Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    3 votes

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  12. The ability to Bulk update user emails in an account

    3 votes

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  13. Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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

    3 votes

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  16. We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.

    3 votes

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  17. Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed

    3 votes

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  18. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes

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  19. 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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  20. 3 votes

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