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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Some Roles needs to be enabled for users to perform objectives, it would be better to have a pop up of which part of the Role nees to be enabled.

    User 1 Admin Role
    User 2 Limited Member Role
    User 3 Member Role

    Admin and Member Roles can make changes on quotes while Limited member Role can't make changes and they need to check each side by side on the role comparison to determine which needs to be enabled and disabled.

    The Aks: It would be best that when a Role with limitations makes a change on a document if…

    2 votes

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  2. Always have 2FA enabled even if the account window is closed and the user did not log out manually from the account.

    2 votes

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  3. hello there! So, we've noticed that Google Workspace supports auto provisioning through SCIM only for a subset or third parties that have apps listed on their catalog. They do not support any custom SCIM integration. We have noticed that PandaDoc has an app listed in their catalog, but for Android. Are there any plans at PandaDoc to publicize a web based SAML app in Google's catalog with auto provisioning features? If so, could we get a rough estimate so we can circle back when it's ready and redo the SSO integration with batteries included?

    2 votes

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  4. Right now, a user can send an invitation -> be removed from the workspace -> the invitation can still be accepted. This request is to have a functionality that would deactivate that invitation when the user who sent it has been removed from the workspace.

    2 votes

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  5. Customer would like to have the ability to send a notification reminder for a invoice document that is created from PandaDoc.

    As per customer :
    I should say that we do not use any of suggested payment gateway.
    We just use an international swift payments thought the bank account.
    So invoice is not linked to stripe, paypal etc.
    It’s just a document which we provide for the client to pay our services.
    Is there any chance to have this useful service with the reminders for that kind of documents in a same way that we have it for the contracts?

    2 votes

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  6. 2 votes

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  7. Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.

    2 votes

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  8. Would like to group users by location/region/team (sales/support/etc) and set permissions based on the grouping.
    For example: they have x locations and each location has sales, support, admin and other teams within that workspace.
    The workspace should allow a grouping assigned by user per team and prevent that team from viewing other teams' data.

    In this case, the user can be restricted to see only their items or all the items, not by group.
    Creating a workspace per team + per location and applying custom roles per location is not scalable.

    452 locations + 1.2k+ users

    2 votes

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  9. This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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  10. Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.

    2 votes

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  11. Account role that allows a user to search the entire account documents and download them, but cannot edit them.

    2 votes

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  12. A possibility to restrict access permissions so that a user can only create and manage rooms.

    2 votes

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  13. Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.

    2 votes

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  14. We would like one account user to be able to sign the document and another to be able to send the document only

    2 votes

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  15. 2 votes

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  16. Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.

    2 votes

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  17. Ability to use saved messages for eforms

    2 votes

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  18. receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    2 votes

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  19. Abilty to move workspace from one account to another

    2 votes

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  20. Automatically apply the signer's name to the document completion notification

    2 votes

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