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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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339 results found

  1. 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!

  2. Ability to change the background color of the email received by the recipient

    3 votes

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  3. For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
    I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.

    3 votes

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  4. 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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  5. 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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  6. 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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  7. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  8. Make Free eSign plan document limit to unlimited

    3 votes

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  9. 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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  10. 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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  11. Remove the owner from being copied on every notification for all licenses

    3 votes

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  12. When you sign up, you can use any email not only the business email with the custom domain.

    https://pandadoc.zendesk.com/agent/tickets/509043

    3 votes

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  13. 3 votes

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  14. 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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  15. Download signature created or uploaded in PandaDoc account onto devices.

    3 votes

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  16. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    3 votes

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  17. ability to lock the permission to change description to the products for users in catalog

    3 votes

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  18. 3 votes

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  19. 3 votes

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  20. Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.

    3 votes

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