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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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183 results found

  1. 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.

    6 votes

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  2. 6 votes

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  3. Ability to have different/separate company names for multiple whitelabeling accounts.

    5 votes

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  4. User management via SSO groups, for example, in case a user is removed in IDP, they need to be automatically removed in PandaDoc

    5 votes

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  5. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    5 votes

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  6. The ability to Bulk update user emails in an account

    5 votes

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  7. 5 votes

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  8. 5 votes

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  9. Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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  10. 5 votes

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

    4 votes

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  12. 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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  13. Option to completely remove a label from the workspace name

    4 votes

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  14. 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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  15. The option to enable password for a workspace.

    4 votes

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  16. Add account ownership changes to the audit log.

    4 votes

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  17. Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

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  18. 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!

  19. 4 votes

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  20. The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence

    4 votes

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