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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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341 results found

  1. [In-person signing] turn off this option on the template/document level.

    1 vote

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  2. hide certain users from the list of users in a workspace

    Can we hide anyone without a “@companydomain.com” email address from the list of users within a workspace?

    1 vote

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  3. Keep records of old user licenses

    Be able to disable a user account, but still see a record of all past users and see the history of their documents.

    1 vote

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  4. "Password Reset" option in PandaDoc setting to be hidden for read-only members

    1 vote

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  5. Member role users cannot edit Fields placement along with the Blocks in templates

    Prevent Members from editing templates created by others by disabling Fields

    1 vote

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  6. Modify Billing information to add VAT

    Be able to enter or modify VAT number and company name for the billing info

    1 vote

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  7. Disable bundling feature

    Option to disable bundling feature

    1 vote

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  8. Banner Of Feature Difference Across Plans Before Upgrading/Downgrading

    To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  9. In-App notification for New Features

    Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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  10. Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  11. remove invite new user button at the top of the dashboard from Manager User Accounts

    remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  12. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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  13. The ability for users with a 'Member' role to view all documents in a workspace, but not have the ability to edit/delete them.

    1 vote

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  14. Add die cut lines for printing

    Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  15. disable SSO login page option

    disable SSO login page

    1 vote

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  16. Add About to Expire tile on dashboard landing page

    It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.

    1 vote

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  17. Only be able to create a document via CRM

    1 vote

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  18. Edit revenue in application reporting

    Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.

    1 vote

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  19. Indent Table of Contents

    1 vote

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  20. Customize editor features for certain users

    1 vote

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