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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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  4. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF

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  8. 1 vote

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  9. doc2doc for different workspaces

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  10. 1 vote

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  11. 1 vote

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  12. 0 votes

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