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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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156 results found

  1. 5 votes

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  2. 5 votes

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  3. As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    5 votes

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  4. 5 votes

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  5. Selecting Time zone for Sydney Australia (UTC +11) AEDT in the Document settings

    4 votes

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  6. Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.

    4 votes

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  7. 4 votes

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  8. Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.

    4 votes

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  9. The option to enable password for a workspace.

    4 votes

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  10. Add account ownership changes to the audit log.

    4 votes

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  11. Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.

    4 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. 4 votes

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  13. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    4 votes

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  14. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    4 votes

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

    4 votes

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  16. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    4 votes

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  17. 4 votes

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  18. Ability to extend SMS verification/access code expiration

    3 votes

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  19. Ability to remove or reset Workspace Team/Type or provide more flexibility to modify workspace structure as organizational needs change

    3 votes

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  20. There's a current limitation that admins or owners are unable to edit a contact info in the Contact list for users in the workspace. Error: This contact is already a user in your workspace. Ask them to update their own email, or you can create a new contact.

    3 votes

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