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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 2 votes

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  3. Adding an Atlantic Time Zone for users in Eastern Canada and Puerto Rico.

    1 vote

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  4. Remove permission to Member role to Invite new users

    1 vote

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  5. Content Library items are not carried over when sharing templates across workspaces. When we share a template to another workspace, the Content Library elements inside that template do not transfer automatically. As a result, we must either (a) manually share each Content Library item or (b) recreate all missing items in the other workspace. This creates additional work and increases the risk of inconsistencies.

    1 vote

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  6. It will be extremely time-consuming to utilize Pandadoc without this functionality, if possible at all.

    Since we are relying on the Pandadoc API and Embedded Signing to integrate Pandadoc into our platform, we need to fulfill certain business needs. One of those needs is to allow for several users from a given organization the opportunity to sign a document. That means we do not know who from an organization will sign into our platform to make a signature.

    What does that mean for our use of Pandadoc? Well, as I understand it, we need to create a document…

    1 vote

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  7. We would like the ability to require admin approval before a license is changed and invoiced.

    1 vote

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  8. Remove the option to send white-labeling request in the Branding section if it has already been configured for the account.

    1 vote

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  9. When my email domain stopped working, I could not change the email address myself but had to reach out to support. It would be helpful to have a secondary email address for login issues so that I could receive the email change confirmation when my primary one wasn't reachable.

    1 vote

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  10. Step 1 : Create the document
    Step 2 : document loaded
    Step 3: user needs Manually click on of “Return to Object” button.
    We wanted to automated the manual click of of “Return to Object” button. Hope this make sense.

    1 vote

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  11. Update the List price column via 2-way sync in SFDC

    1 vote

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  12. Ability to apply default identity verification method for all existing templates/documents

    1 vote

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

    1 vote

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

    1 vote

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  15. 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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  16. 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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  17. Please show the user roles assigned in the user list.

    1 vote

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  18. 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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  19. Option to have multiple Sender Names for one login.

    1 vote

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

    1 vote

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