Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    2 votes

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  2. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    2 votes

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  3. Ability to add multiple users to multiple Workspaces all at once

    2 votes

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  4. disable expiration time

    2 votes

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  5. when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    2 votes

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  6. Ability to remove the Upgrade Button from the Dashboard on the Free eSign plan.

    2 votes

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  7. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    2 votes

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  8. Allow Search cross workspaces for documents

    2 votes

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  9. 2 votes

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  10. Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    2 votes

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  11. Having an option to define a user/users who cannot send their documents out without having them approved

    2 votes

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  12. Have expiration/reminder settings on a template which is used in Bulk Send to remain

    2 votes

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  13. Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    2 votes

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  14. This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

    2 votes

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  15. 2 votes

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  16. 2 votes

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  17. 2 votes

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  18. Have contacts in PandaDoc grouped by a specific group name.

    2 votes

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  19. Export sections of a document instead of the whole document

    2 votes

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  20. Sub list in table similiar to the text box

    exmaple
    1.

       1.
    







        1. .





    2 votes

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