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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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208 results found

  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

    10 votes

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  3. Ability to adjust table row height

    12 votes

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  4. 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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  5. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    7 votes

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  6. 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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  7. 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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  8. 5 votes

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

    3 votes

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

    4 votes

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  12. 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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  13. Have the ability to manage the visibility of contacts from users

    2 votes

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  14. 4 votes

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  15. 3 votes

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  16. 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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  17. When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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  18. 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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  19. Ability to overlay image into a video block

    1 vote

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

    2 votes

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