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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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193 results found

  1. 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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  2. 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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  3. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  4. 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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  5. 1 vote

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

    1 vote

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  7. disable SSO login page

    1 vote

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  8. 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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  9. 1 vote

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  10. Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.

    1 vote

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  16. Ability to see or preview what it looks like after changing the Branding

    1 vote

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  17. 1 vote

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  18. Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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  19. Add an option so that all members of the workspace (not just managers) can access reporting.

    1 vote

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  20. Option to download signed doc as JPEG

    1 vote

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