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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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206 results found

  1. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    13 votes

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  2. Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    13 votes

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  3. Ability to adjust table row height

    12 votes

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  4. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    12 votes

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  5. Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp

    11 votes

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  6. Be able to both add AND remove users automatically via SSO without needing to have a user manually add and/or remove.

    11 votes

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  7. Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.

    11 votes

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  8. It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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  9. save initials in the account like signatures

    10 votes

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  10. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    9 votes

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  11. An ability to resize logo for the recipient's view

    9 votes

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  12. Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.

    9 votes

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  13. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    9 votes

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  14. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    9 votes

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  15. ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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  16. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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  17. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    8 votes

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  18. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    8 votes

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  19. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    7 votes

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  20. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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