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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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340 results found

  1. SSO Groups

    2 votes

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  2. Always have 2FA enabled even if the account window is closed and the user did not log out manually from the account.

    1 vote

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  3. To have the ability to customize the Home Screen.

    1 vote

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  4. hello there! So, we've noticed that Google Workspace supports auto provisioning through SCIM only for a subset or third parties that have apps listed on their catalog. They do not support any custom SCIM integration. We have noticed that PandaDoc has an app listed in their catalog, but for Android. Are there any plans at PandaDoc to publicize a web based SAML app in Google's catalog with auto provisioning features? If so, could we get a rough estimate so we can circle back when it's ready and redo the SSO integration with batteries included?

    2 votes

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  5. Right now, a user can send an invitation -> be removed from the workspace -> the invitation can still be accepted. This request is to have a functionality that would deactivate that invitation when the user who sent it has been removed from the workspace.

    2 votes

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  6. Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.

    1 vote

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  7. Please show the user roles assigned in the user list.

    1 vote

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  8. Customer would like to have the ability to send a notification reminder for a invoice document that is created from PandaDoc.

    As per customer :
    I should say that we do not use any of suggested payment gateway.
    We just use an international swift payments thought the bank account.
    So invoice is not linked to stripe, paypal etc.
    It’s just a document which we provide for the client to pay our services.
    Is there any chance to have this useful service with the reminders for that kind of documents in a same way that we have it for the contracts?

    2 votes

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  9. 2 votes

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  10. A more clear and transparent process for switching a Guest license to a Standard license, f.e. when you add a Collaborator with editing permission and their license will be Standard instead of Guest

    1 vote

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  11. Option to have multiple Sender Names for one login.

    1 vote

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  12. Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.

    3 votes

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  13. Once a document is sent, we don't want users to have the ability to accidentally hit edit since the 'share link' option is right above it. Adding this to the custom role abilities would bypass this.

    1 vote

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  14. Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.

    2 votes

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  15. Would like to group users by location/region/team (sales/support/etc) and set permissions based on the grouping.
    For example: they have x locations and each location has sales, support, admin and other teams within that workspace.
    The workspace should allow a grouping assigned by user per team and prevent that team from viewing other teams' data.

    In this case, the user can be restricted to see only their items or all the items, not by group.
    Creating a workspace per team + per location and applying custom roles per location is not scalable.

    452 locations + 1.2k+ users

    2 votes

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  16. 1 vote

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  17. The option to enable password for a workspace.

    4 votes

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  18. Add account ownership changes to the audit log.

    3 votes

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  19. My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.

    4 votes

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  20. Have the ability to search by company in Contacts and edit company name in all contacts

    1 vote

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