217 results found
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Reminder customization: Customize the text in reminder message
Customize the text in reminder message
243 votes -
Edit / customize text in all email notifications including Completion or Signed Email Message
Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.
Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995
119 votes -
Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
111 votes -
Change account timezone within the system
Have an option to change timezone of the application to AEST.
60 votes -
59 votes
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36 votes
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Disable chat option
ability to disable chat option in a document
32 votes -
Export User List in CSV: download users of the PandaDoc account in one file
Ability to export all the users under the account/workspaces
25 votes -
Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
23 votes -
[Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)
Activity reporting per user as to when the user logged in/logged out of the system
22 votes -
Admin dashboard -- Overview all users / Manage all Users at once for all workspaces
It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.
20 votes -
20 votes
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Disable expiration time [Workaround in comments]
disable expiration time
19 votes -
Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
18 votes -
[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
17 votes -
16 votes
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14 votes
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Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
12 votes -
Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
11 votes -
Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
11 votes
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