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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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352 results found

  1. Ability to create a custom view/rename columns in the Home Overview page.

    3 votes

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  2. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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  3. Option for a Custom Role with no document editting feature have option to add a Collaborator

    3 votes

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  4. 3 votes

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  5. We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.

    3 votes

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  6. Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed

    3 votes

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  7. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes

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

    3 votes

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  9. 3 votes

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  10. 3 votes

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  11. Remove the owner from being copied on every notification for all licenses

    3 votes

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  12. 3 votes

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  13. Ability to set up a deadline for payment or payment reminder.

    3 votes

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  14. You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.

    3 votes

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  15. Download signature created or uploaded in PandaDoc account

    3 votes

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  16. Option to suspend the user and not to delete or transfer the user (temporarily disable the account).

    3 votes

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  17. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  18. 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.

    3 votes

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  19. 3 votes

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  20. ability to lock the permission to change description to the products for users in catalog

    3 votes

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