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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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336 results found

  1. Automatic Send reminder not to go through

    Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  2. Ability to view document or contract expirations aside from those are nearly expiring. Different from the "Expiring Soon" section.

    1 vote

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  3. Custom role has a permission to create workspaces

    Custom role has a permission to create workspaces

    1 vote

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  4. receive email when the document is viewed

    receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    1 vote

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  5. Move a workspace to another account

    Abilty to move workspace from one account to another

    1 vote

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  6. Update PDF generation 1.4 to the latest version which is 1.6

    1 vote

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  7. Ability to duplicate published rooms

    1 vote

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  8. 2FA via email

    Send code via email instead of using an authenticator app

    1 vote

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  9. Option to disable the document forwarded notification for the Sender

    Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    1 vote

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  10. add custom roles in all workspaces at once or in bulk

    I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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  11. Advanced Reporting for Content Library-ALL Workspaces

    Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.

    1 vote

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  12. start document sequence numbering from 0

    start document sequence numbering from 0

    1 vote

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  13. Group users by country or custom property for billing

    Group users by country or custom property for billing and then report on those segments

    1 vote

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  14. Disable all internal notifications for Admin/Account owner

    Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  15. Admin: Remove temporary block for team member entering password incorrectly

    I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  16. Changes to be applied Across all Workspaces

    It would be beneficial to have an option that can be granted to (1) admin or Super admin where a change can be implemented across all workspace.
    1. Branding
    2. Logo.
    3. Signature
    4. Email Address

    1 vote

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  17. Notification with PDF

    Have the ability to receive a PDF of the notification to view on mobile.

    1 vote

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  18. Reorder dashboard

    Customer would like to rearrange the titles on the dashboard

    1 vote

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  19. Retain features from legacy plans

    Ability for old clients to retain and use the old features that they have from their old accounts (Subscriptions)

    1 vote

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  20. Importing your Google contacts (postal address)

    Ability to include postal address

    1 vote

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