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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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330 results found

  1. detect when a new user is added which consumes a license

    2 votes

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  2. 2 votes

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  3. custom role member should be able send the document without needing to edit it

    2 votes

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  4. alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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  5. 2 votes

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  6. 2 votes

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  7. Option to have multiple Sender Names for one login.

    1 vote

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  8. Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.

    1 vote

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  9. Once a document is sent, we don't want users to have the ability to accidentally hit edit since the 'share link' option is right above it. Adding this to the custom role abilities would bypass this.

    1 vote

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  10. 1 vote

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  11. Have the ability to search by company in Contacts and edit company name in all contacts

    1 vote

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  12. The ability of after sending a Document have the system automatically take you back to the home screen.

    1 vote

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  13. Ability to set up different profile names in different workspaces.

    1 vote

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  14. When people add others to my team I would like the option to approve

    1 vote

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  15. Set up the format for different currencies in the workspace settings

    1 vote

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  16. 1 vote

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  17. Some templates might have the same title beginning, so it's crucial for us to show the full template name in the template menu.

    Maybe it's possible to make a collapsible menu block on the left so that longer template titles are shown

    1 vote

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  18. Custom role can be used for the SSO

    1 vote

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  19. Customer would like the automatic send reminder would detect not to send the automatic reminder if they have manually push the send reminder option to resend the document

    1 vote

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  20. Custom role has a permission to create workspaces

    1 vote

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