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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The PandaDoc Account Messaging that is applicable to only the Admin Owner role should only be visible to the Admin/Owner, not all Admins within the workspaces on an enterprise plan. Whenever the "You're nearing your limit of documents created (-14892 of 60000). To increase your limit, contact us" OR "It's time to renew" OR any other messaging that is not applicable to end users populates at the top of the workspace screen, it created a storm of emails and tickets letting me know.
    Please build enterprise level controls within the application.

    1 vote

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  2. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    2 votes

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  3. Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?

    1 vote

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  4. Be able to disable a user account, but still see a record of all past users and see the history of their documents.

    1 vote

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  5. bulk change user's email address in an account

    1 vote

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  6. 1 vote

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  7. The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.

    1 vote

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  8. As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    1 vote

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  9. 1 vote

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  10. Prevent Members from editing templates created by others by disabling Fields

    1 vote

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  11. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    1 vote

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  12. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    3 votes

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  13. Be able to enter or modify VAT number and company name for the billing info

    1 vote

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  14. Option to disable bundling feature

    1 vote

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  15. upon PandaDoc "sign up" page make company name and company size as optional and not required fields
    as there are some individuals who would like to use platform

    1 vote

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  16. Ability to prevent users from manually changing status but still have document editing privileges.

    1 vote

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  17. Increase branding logo resolution on automated emails from PandaDoc

    3 votes

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  18. 1 vote

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  19. delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    2 votes

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  20. The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    2 votes

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