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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  3. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Ability to convert multiple documents and make them editable

    1 vote

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  5. Ability to remove/disable payment integration without altering or removing signatures on the document

    1 vote

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  6. Ability to add GIF on headers

    1 vote

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  7. When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    1 vote

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  8. Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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  9. Customer would like to be notified to all documents that are not yet completed every day or every couple of days

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  11. 1 vote

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  12. 1 vote

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  13. Customer wants to enable recipient option on the pricing table for quantity in the template level when data merge is enable

    1 vote

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  14. Possibility of setting up recurring charges with Stripe the way that the recipient will pay 100% on the first year and then with a 50% discount every next annual term.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. Option for Admin role to access Billing page of the account

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Ability for radio button default to reduce from x2 to x1 or add it as 1 at a time.

    1 vote

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  19. Will allow the user to send 2 separate emails to the Approval Groups

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  20. 1 vote

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