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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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192 results found

  1. Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  2. remove invite new user button at the top of the dashboard from Manager User Accounts

    remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  3. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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  4. The ability for users with a 'Member' role to view all documents in a workspace, but not have the ability to edit/delete them.

    1 vote

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  5. Add die cut lines for printing

    Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  6. disable SSO login page option

    disable SSO login page

    1 vote

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  7. Add About to Expire tile on dashboard landing page

    It would be beneficial to not only have the Expired douments tile, but also a tile that housed all "About to Expire" documents. The link within the documents dashboard is currently fine, but it would be more efficient and easier to immediately bring attention to those documents if they were visible on the main landing page.

    1 vote

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  8. Only be able to create a document via CRM

    1 vote

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  9. Edit revenue in application reporting

    Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.

    1 vote

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  10. Indent Table of Contents

    1 vote

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  11. Customize editor features for certain users

    1 vote

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  12. Add workspace user, but bill separately

    1 vote

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  13. Restrict Managers in assigning Admin Account role to newly invited users

    1 vote

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  14. Editing options when changing/editing licenses

    We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.

    1 vote

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  15. Preview option after changing the Branding

    Ability to see or preview what it looks like after changing the Branding

    1 vote

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  16. Show expiration date on the viewed document

    1 vote

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  17. separate view for company details

    Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Allow reporting to be viewed by all members of team

    Add an option so that all members of the workspace (not just managers) can access reporting.

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Option to download signed doc as JPEG

    Option to download signed doc as JPEG

    1 vote

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  20. restrict uploads to certain users

    restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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