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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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338 results found

  1. 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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  2. Custom role can be used for the SSO

    1 vote

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  3. 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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  4. 1 vote

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  5. Custom role has a permission to create workspaces

    1 vote

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  6. 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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  7. Abilty to move workspace from one account to another

    1 vote

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  8. 1 vote

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  9. 1 vote

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

    1 vote

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

    1 vote

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  13. 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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  14. start document sequence numbering from 0

    1 vote

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

    1 vote

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  16. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  17. I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  18. It would be beneficial to have an option that can be granted to (1) admin or Super admin where a change can be implemented across all workspace.
    1. Branding
    2. Logo.
    3. Signature
    4. Email Address

    1 vote

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  19. Have the ability to receive a PDF of the notification to view on mobile.

    1 vote

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  20. Customer would like to rearrange the titles on the dashboard

    1 vote

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