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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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371 results found

  1. 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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  2. 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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  3. Customer would like to have the ability to upload different signatures in their profile

    4 votes

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  4. Have the ability to have guests with admin roles. Such as an IT account that will not create documents

    4 votes

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  5. We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.

    4 votes

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  6. 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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  7. 4 votes

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  8. Ability for Table block in PD to have the same features as Microsoft Excel

    4 votes

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  9. When you sign up, you can use any email not only the business email with the custom domain.

    https://pandadoc.zendesk.com/agent/tickets/509043

    4 votes

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  10. Ability to add more than 20 collaborators for an additional charge.

    4 votes

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  11. 4 votes

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  12. Option to invite a Collaborator under Team and seats instead of adding them on the document level

    4 votes

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  13. Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.

    4 votes

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  14. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    4 votes

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  15. A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.

    4 votes

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  16. The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.

    4 votes

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  17. 4 votes

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  18. idea to add a message/link to the dashboard for all of our team members to see

    4 votes

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  19. Block user trying to get access to workspace

    4 votes

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  20. when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    4 votes

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