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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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192 results found

  1. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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  2. Ability to receive notification emails for documents that await your signature (in the inbox).

    Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).

    1 vote

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  3. Ability for the account owner to restrict members from uploading documents/templates

    1 vote

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  4. We have hundreds of users on PandaDoc and we would like to see which users have not yet accepted their invitations / completed sign up. Would it be possible to add another column on the user view in Settings that indicates whether a user has completed sign up (Active) vs those that have not yet completed sign up (Inactive)?

    Thank you!

    1 vote

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  5. We have several different workspaces, and as the Account Owner, I like to be able to communicate out to members of all workspaces on updates/info/etc. related to PandaDoc and our company's specific processes. Instead of having to manually enter these users into a work email, it would be great to be able to send emails to PandaDoc users within any and all workspaces in our PandaDoc platform.

    1 vote

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  6. 1 vote

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  7. The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.

    1 vote

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  8. Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc

    1 vote

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  9. Ability to overlay image into a video block

    1 vote

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  10. It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.

    1 vote

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  11. A way for workspaces to communicate customers information better. We have many different departments who all deal with a customers file but at different stages. There needs a way to Be able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments. Using workspaces for organization of the different stages of the…

    1 vote

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  12. 1 vote

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  13. Ability to track devices used when a document is signed.

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Prevent Members from editing templates created by others by disabling Fields

    1 vote

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  17. Be able to enter or modify VAT number and company name for the billing info

    1 vote

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  18. Option to disable bundling feature

    1 vote

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  19. To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  20. Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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