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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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356 results found

  1. a way to export the custom role permissions into excel file

    2 votes

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  2. 2 votes

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  3. 2 votes

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  4. 2 votes

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

    2 votes

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  6. 2 votes

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

    2 votes

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

    2 votes

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  9. 2 votes

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  10. 2 votes

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  11. Rather than just showing the number of seats being paid for, show how many users are also using the license.

    1 vote

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  12. A way for Admins to be notified when a document is sent by their members that is different from the Approval workflow or being CCd in a document.

    1 vote

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  13. 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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  14. 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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  15. Update the List price column via 2-way sync in SFDC

    1 vote

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  16. As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.

    1 vote

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  17. We would like to allow Admins to create roles and assign them to their members within their own Workspaces.

    1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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