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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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338 results found

  1. When inviting new members to a Workspace, an administrator may wish to limit the invitation to a specific period of time/days, so if the invite is never accepted, it would automatically expire and be removed as a pending invite in PandaDoc.

    2 votes

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  2. Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.

    I need a better way to partition documents to maintain confidentiality.

    2 votes

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  3. Option to remove the total amounts in the workspace activity dashboard (the amounts at the bottom of every box in the workspace activity)

    2 votes

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  4. 2 votes

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  5. When a user joins a workspace, they will automatically be assigned a specific subdomain.

    2 votes

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  6. Have the ability to manage the visibility of contacts from users

    2 votes

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  7. Have the ability to import new Users via a CSV

    2 votes

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  8. receiving email updates when people in my company joins panda doc

    2 votes

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  9. Would like the option for the recipient to manually notify the sender of document completion.

    2 votes

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  10. option to assign users to view a specific template only

    2 votes

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  11. Ability to set up a deadline for payment or payment reminder.

    2 votes

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  12. Ability to mark all inbox in PandaDoc mobile version as read or unread.

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. Ability not to select or tie email address to recipient

    2 votes

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  16. option to remove signature in settings

    2 votes

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  17. 2 votes

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  18. Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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  19. A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.

    2 votes

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  20. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    2 votes

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