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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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288 results found

  1. A permission for custom roles allowing to provide access to Webhooks settings

    1 vote

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  2. The ability to make contact creation fields required such as Company.

    1 vote

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  3. Having the ability to customize the Home Screen, such as the option to use the simplified signature send view similar to what the Free eSign plan offers.

    1 vote

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  4. Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.

    1 vote

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  5. Please show the user roles assigned in the user list.

    1 vote

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  6. A more clear and transparent process for switching a Guest license to a Standard license, f.e. when you add a Collaborator with editing permission and their license will be Standard instead of Guest

    1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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  10. 1 vote

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  11. Custom role can be used for the SSO

    1 vote

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  12. 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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  13. Start document sequence numbering from 0

    1 vote

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  14. Group users by country or custom property for billing and then report on those segments

    1 vote

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  15. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  16. I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  17. 1 vote

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  18. Bringing back the value to the Home Tabs

    1 vote

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  19. Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.

    1 vote

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  20. A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform

    1 vote

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