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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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246 results found

  1. 2 votes

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  2. Ability for Table block in PD to have the same features as Microsoft Excel

    1 vote

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  3. Ability to have an auto fill signature button.

    1 vote

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  4. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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  5. Ability to receive notification emails for documents that await your signature (in the inbox).

    Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).

    1 vote

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  6. Ability for the account owner to restrict members from uploading documents/templates

    1 vote

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  7. We have hundreds of users on PandaDoc and we would like to see which users have not yet accepted their invitations / completed sign up. Would it be possible to add another column on the user view in Settings that indicates whether a user has completed sign up (Active) vs those that have not yet completed sign up (Inactive)?

    Thank you!

    1 vote

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  8. We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.

    1 vote

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  9. 1 vote

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  10. The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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  11. Have the ability to manage the visibility of contacts from users

    1 vote

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  12. Ability to add transaction ID# under signature.

    1 vote

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  13. A role which a user will only be able to view billing and not have access to documents, templates, etc.

    1 vote

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  14. Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc

    1 vote

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  15. Ability to overlay image into a video block

    1 vote

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  16. 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

    1 vote

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  17. It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.

    1 vote

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  18. Ability to use two different email addresses for one single PandaDoc account.

    1 vote

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  19. 1 vote

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

    1 vote

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