Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. As a feature request, it would be much easier to manage users if they were all in the same place – currently you have to flick between workspaces to work out who is where – all in one place, with notes saying which workspace that user has access to would be much easier to admin. Not a high priority.

    1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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  6. 1 vote

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  7. Ability to set a default CC'd recipient email for all documents

    1 vote

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  8. 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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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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  13. 2 votes

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  14. 1 vote

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  15. Ability to limit account users from creating tags.

    1 vote

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

    1 vote

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  17. 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).

    1 vote

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  18. 2 votes

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  19. 1 vote

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  20. disable SSO login page

    1 vote

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