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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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356 results found

  1. 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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  2. 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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  3. Please show the user roles assigned in the user list.

    1 vote

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  4. 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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  5. Option to have multiple Sender Names for one login.

    1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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

    1 vote

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  12. 1 vote

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  13. 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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  14. Custom role can be used for the SSO

    1 vote

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  15. 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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  16. Custom role has a permission to create workspaces

    1 vote

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  17. Send code via email instead of using an authenticator app

    1 vote

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  18. Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.

    1 vote

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  19. Start document sequence numbering from 0

    1 vote

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

    1 vote

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