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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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246 results found

  1. Ability for Table block in PD to have the same features as Microsoft Excel

    1 vote

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

    2 votes

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  3. Ability to have an auto fill signature button.

    1 vote

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  4. Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    3 votes

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  5. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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

    2 votes

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  7. Ability to receive notification emails for documents that await your signature (in the inbox).

    Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).

    1 vote

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  8. Ability for the account owner to restrict members from uploading documents/templates

    1 vote

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  9. 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. "

    2 votes

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  10. We have hundreds of users on PandaDoc and we would like to see which users have not yet accepted their invitations / completed sign up. Would it be possible to add another column on the user view in Settings that indicates whether a user has completed sign up (Active) vs those that have not yet completed sign up (Inactive)?

    Thank you!

    1 vote

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  11. We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.

    1 vote

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  12. 1 vote

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  13. A feature that will allow an approver to see the required or non-required fields on the document.

    2 votes

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  14. The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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  15. Have the ability to manage the visibility of contacts from users

    1 vote

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  16. Ability to add transaction ID# under signature.

    1 vote

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  17. A role which a user will only be able to view billing and not have access to documents, templates, etc.

    1 vote

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  18. Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc

    1 vote

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  19. Ability to overlay image into a video block

    1 vote

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  20. 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

    1 vote

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