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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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192 results found

  1. Would like the option for the recipient to manually notify the sender of document completion.

    2 votes

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  2. Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.

    2 votes

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  3. 2 votes

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  4. The side bar in PandaDoc (showing Dashboard, Templates, Documents, etc) is black and the icons are almost invisible on it so you have to slide the cursor down to see the text pop up. It would be nice if there were more contrast to it. Due to the graphics program I use, I have to keep the gamma on my monitors dark, but even when I pull the screen onto the “normal” one, they are pretty much invisible.

    2 votes

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  5. 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.

    2 votes

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  6. 2 votes

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  7. Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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  8. 2 votes

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  9. 2 votes

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  10. Hide Contacts section from team members

    2 votes

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  11. 2 votes

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  12. Ability to limit account users from creating tags.

    2 votes

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  13. 2 votes

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  14. a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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  15. 2 votes

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  16. Ability to add a user to view a workspace for just a limited amount of time

    2 votes

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  17. 2 votes

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  18. Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  19. Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    2 votes

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  20. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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