Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    1 vote

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  2. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    1 vote

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  3. 1 vote

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  4. allow custom roles be approvers in workflows

    1 vote

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  5. At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins

    1 vote

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  6. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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  7. Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    1 vote

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  8. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    2 votes

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  9. Have a possibility to create groups within workspaces

    1 vote

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  10. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    2 votes

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  11. Make Recipient view language available in Czech.

    1 vote

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  12. Ability to add multiple users to multiple Workspaces all at once

    2 votes

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  13. 1 vote

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  14. branding as add on feature to lower plans

    1 vote

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  15. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    1 vote

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  16. The ability to have conditional approvals recognize a "manager role" that is specific to each user, rather than specific to the template.

    1 vote

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  17. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    1 vote

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  18. Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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  19. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    1 vote

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  20. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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