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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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208 results found

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

    1 vote

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  3. 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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  4. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    11 votes

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  5. A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…

    1 vote

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  6. 1 vote

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  7. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  8. Ability to track devices used when a document is signed.

    1 vote

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  9. Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.

    1 vote

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  10. Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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  11. 1 vote

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  12. Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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  13. delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    6 votes

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  14. The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.

    2 votes

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  15. 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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  16. The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    4 votes

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  17. 6 votes

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  18. Ability to set an expiration date for the document for "today/by the end of the day".

    13 votes

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  19. As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    2 votes

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  20. 2 votes

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