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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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352 results found

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

    1 vote

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

    1 vote

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

    1 vote

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  4. 1 vote

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  5. 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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  6. Custom role can be used for the SSO

    1 vote

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  7. 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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  8. Custom role has a permission to create workspaces

    1 vote

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

    1 vote

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  10. 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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  11. Start document sequence numbering from 0

    1 vote

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

    1 vote

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

    1 vote

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  14. 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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  15. Have the ability to receive a PDF of the notification to view on mobile.

    1 vote

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  16. Customer would like to rearrange the titles on the dashboard

    1 vote

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  17. Ability for old clients to retain and use the old features that they have from their old accounts (Subscriptions)

    1 vote

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  18. 1 vote

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  19. When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.

    I hope product can place a banner or a notification message saying that only the main Admin Owner can create

    1 vote

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  20. Ability to report abuser user, document etc

    1 vote

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