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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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208 results found

  1. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    7 votes

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  2. Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.

    4 votes

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  3. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    3 votes

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  4. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    3 votes

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  5. 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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  6. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  7. 1 vote

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  8. 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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  9. 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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  10. 2 votes

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  11. Prevent Members from editing templates created by others by disabling Fields

    1 vote

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  12. 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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  13. 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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  14. Be able to enter or modify VAT number and company name for the billing info

    1 vote

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  15. Option to disable bundling feature

    1 vote

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  16. Ability to prevent users from manually changing status but still have document editing privileges.

    1 vote

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  17. Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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  18. 2 votes

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

    6 votes

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  20. 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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