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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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337 results found

  1. 2 votes

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  2. Only Admins have the ability to decline documents and not Managers

    1 vote

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  3. The ability of after sending a Document have the system automatically take you back to the home screen.

    1 vote

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  4. Ability to set up different profile names in different workspaces.

    1 vote

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  5. When people add others to my team I would like the option to approve

    1 vote

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  6. set up the workspace currency in the workspace settings

    1 vote

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  7. 1 vote

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  8. Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.

    Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown

    1 vote

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  9. Custom role can be used for the SSO

    1 vote

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  10. Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  11. Custom role has a permission to create workspaces

    1 vote

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  12. receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)

    1 vote

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  13. Abilty to move workspace from one account to another

    1 vote

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  14. 1 vote

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  15. Send code via email instead of using an authenticator app

    1 vote

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  16. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    1 vote

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  17. I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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  18. Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.

    1 vote

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  19. start document sequence numbering from 0

    1 vote

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  20. Group users by country or custom property for billing and then report on those segments

    1 vote

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