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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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209 results found

  1. To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  2. 13 votes

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  3. 2 votes

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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. Hide Contacts section from team members

    2 votes

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  6. Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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  7. ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  8. 19 votes

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  9. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  10. ability to lock the permission to change description to the products for users in catalog

    3 votes

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  11. Option to remove Account owner/Admin from the workspace

    15 votes

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  12. 4 votes

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  13. Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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  14. 7 votes

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  15. 1 vote

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  16. 2 votes

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  17. 1 vote

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  18. Ability to limit account users from creating tags.

    2 votes

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  19. Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  20. Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    2 votes

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