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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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339 results found

  1. IT admin role to view and manage licenses but not see private content/documents in workspaces such as Legal and HR where security and compliance are important.

    2 votes

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  2. Custom Role - restrict usage of reminders

    2 votes

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  3. Ability to use saved messages for eforms

    2 votes

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  4. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    2 votes

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  5. Allow users to only view certain items (templates/ documents/ forms/ content)

    2 votes

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  6. 2 votes

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  7. The ability to add a default sequence to documents without having to configure the sequences within settings.

    2 votes

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  8. Remove expiration notification from the mobile app

    2 votes

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  9. We'd like to restrict the users from adding new pages to the templates

    2 votes

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  10. 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…

    2 votes

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

    2 votes

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  12. switch PandaDoc accounts without logging out and logging back in

    2 votes

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

    2 votes

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  14. 2 votes

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  15. support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?

    I'd prefer to have our IT department to supervise support requests and admins to have visibility.

    The only way is to CC them in a reply to the emailed ticket.

    Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.

    2 votes

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  16. Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    2 votes

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  17. Remove promotional banner as a default option in the settings

    2 votes

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  18. disable email notifications for bulk import

    2 votes

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    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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  19. Customer would like to a notification that recipient has receive the document

    2 votes

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