Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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    • separate repository in side bar (like Content library)
    • folders within Image library
    100 votes

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  1. extend the expiration time of a document once it has become expired

    86 votes

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  2. limit which templates / template folders a user can access

    50 votes

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  3. Auto-update templates/CLIs if the item is updated in Catalog

    50 votes

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  4. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    37 votes

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  5. 32 votes

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  6. Strengthen the security of your PandaDoc account by enabling multi-factor authentication. This will force account users to verify their logins with an extra code from SMS message or Google/MS authenticator.

    31 votes

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  7. Introduce more page sizes to the document editor:
    * American legal size paper - 8.5 x 14 inches
    * Tabloid size paper - 11 x 17 inches

    State your format in the comments!

    29 votes

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  8. Customer would like to pull a report of all workspaces and filter by workspace.

    22 votes

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    • set approvers for groups of users within PandaDoc
    • user-related not template related
    20 votes

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  9. Have separate permissions for specific documents, not only workspaces

    17 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • better reporting for all workspaces in one account
    • be able share Content library/Catalog items accross workspaces
    • share documents/e-forms/folders
    • shared settings for all the workspaces to better manage the account
    16 votes

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  10. Copy Catalog Items and save as a new item

    16 votes

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  11. Mass download templates

    15 votes

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  12. 13 votes

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  13. Activity reporting per user as to when the user logged in/logged out of the system

    12 votes

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  14. Currently the workspace name is not visible on any page for the user. Users in multiple workspaces report this as their top issue. Please implement/add the Workspace Name at the TOP of ALL pages. We just went through our first implementation phase and it's been messy. A generous amount of our users will be in multiple workspaces too.

    11 votes

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  15. customize the auto-reminder Time and Days

    11 votes

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  16. It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    11 votes

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  17. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document

    11 votes

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