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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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208 results found

  1. 1 vote

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

    1 vote

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  3. 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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  4. 1 vote

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  5. 1 vote

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

    1 vote

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

    1 vote

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  8. Option to disable bundling feature

    1 vote

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

    1 vote

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  10. 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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  11. 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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  12. 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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  13. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  14. 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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  15. 1 vote

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  16. 1 vote

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

    1 vote

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  18. disable SSO login page

    1 vote

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  19. It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.

    1 vote

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  20. 1 vote

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