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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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  2. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    11 votes

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  3. Remove the owner from being copied on every notification for all licenses

    3 votes

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  4. Ability to have an auto fill signature button.

    1 vote

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  5. 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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  6. When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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

    1 vote

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  9. Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "

    6 votes

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  10. 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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  11. 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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  12. 1 vote

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

    1 vote

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

    2 votes

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  15. Ability to add transaction ID# under signature.

    1 vote

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

    1 vote

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  18. Ability to overlay image into a video block

    1 vote

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  19. 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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  20. Have the ability to import new Users via a CSV

    2 votes

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