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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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209 results found

  1. receiving email updates when people in my company joins panda doc

    2 votes

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  2. Would like the option for the recipient to manually notify the sender of document completion.

    2 votes

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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. Ability to add more than 20 collaborators for an additional charge.

    4 votes

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  5. 3 votes

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  6. option to assign users to view a specific template only

    2 votes

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

    9 votes

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  8. 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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  9. Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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  10. 5 votes

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  11. 1 vote

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

    1 vote

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  13. Ability to adjust table row height

    12 votes

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  14. Ability to set up a deadline for payment or payment reminder.

    2 votes

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  15. 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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  16. Ability to mark all inbox in PandaDoc mobile version as read or unread.

    2 votes

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  17. 4 votes

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  18. 1 vote

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  19. 2 votes

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  20. 2 votes

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