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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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207 results found

  1. It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.

    1 vote

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  2. A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…

    1 vote

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  3. 1 vote

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  4. Ability to track devices used when a document is signed.

    1 vote

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  5. Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Prevent Members from editing templates created by others by disabling Fields

    1 vote

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  9. Be able to enter or modify VAT number and company name for the billing info

    1 vote

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  10. Option to disable bundling feature

    1 vote

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  11. Ability to prevent users from manually changing status but still have document editing privileges.

    1 vote

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  12. To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  13. Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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  14. ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  15. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  16. Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  20. disable SSO login page

    1 vote

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