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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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344 results found

  1. Automatic notification to manager when a rep's document has been signed.

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

    2 votes

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  2. organize proposals in a pipeline format

    2 votes

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  3. Disable Template Gallery

    Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.

    2 votes

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  4. Branding: add company logo to the email footer

    2 votes

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  5. Enable suggestions by default

    Ability to enable suggestions by default

    2 votes

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

    Ability not to select or tie email address to recipient

    2 votes

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  7. remove signature in settings

    option to remove signature in settings

    2 votes

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  8. Change Colors / Contrast for Left Side Bar in PandaDoc

    The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.

    2 votes

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  9. Limit Manual Status Change Function

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

    2 votes

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  10. Show the exact time document status was updated in Timeline (not 15 hours ago, but an accurate time)

    2 votes

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  11. Send a notification to sender when document is viewed

    2 votes

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  12. Hide Contacts section from team members

    Hide Contacts section from team members

    2 votes

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  13. Limit workspace name to 1 (if title exists - can't use it anymore)

    2 votes

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  14. Ability to limit account users from creating tags.

    Ability to limit account users from creating tags.

    2 votes

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  15. Be able to change own license type as Account Owner

    2 votes

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  16. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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  17. Widen sidebar/panel

    2 votes

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  18. Ability to add a user to view a workspace for just a limited amount of time

    Ability to add a user to view a workspace for just a limited amount of time

    2 votes

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  19. ability to have a free admin user within an account (for managerial purposes only)

    2 votes

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  20. Option to disable change status of documents for non admins roles

    Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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