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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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192 results found

  1. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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  2. save initials in the account like signatures

    10 votes

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  3. An ability to resize logo for the recipient's view

    9 votes

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  4. Display account notifications ton account owners/admins only. Don't want end users seeing past due warnings, etc.

    9 votes

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  5. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    9 votes

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  6. Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

    9 votes

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  7. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    9 votes

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  8. ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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  9. Add the ability to create account wide branding and settings, so that all new workspaces start with these settings and branding.

    8 votes

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  10. Recipient should be able to still view the document after expiration

    8 votes

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  11. Have an option to restrict duplicating of documents.

    8 votes

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  12. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    8 votes

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  13. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    8 votes

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  14. Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.

    1.
    2.

    8 votes

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  15. 8 votes

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  16. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    7 votes

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  17. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  18. delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    7 votes

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  19. 7 votes

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  20. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 votes

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