Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 2 votes

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  3. Central place to review all the users and their membership in workspaces.

    2 votes

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  4. 2 votes

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  5. Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    2 votes

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  6. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    2 votes

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  7. Option to check the template name the document has been created from.

    2 votes

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  8. I would like PandaDoc to allow me to grant custom roles on a bulk basis to different users on different sales teams in my organization

    2 votes

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  9. 2 votes

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  10. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    1 vote

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  11. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    1 vote

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  12. 1 vote

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  13. allow custom roles be approvers in workflows

    1 vote

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  14. At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins

    1 vote

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  15. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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  16. Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data

    1 vote

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  17. Have a possibility to create groups within workspaces

    1 vote

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  18. Make Recipient view language available in Czech.

    1 vote

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  19. 1 vote

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  20. branding as add on feature to lower plans

    1 vote

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