Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

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

    50 votes

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

    38 votes

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

    33 votes

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  4. 25 votes

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  5. 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.

    21 votes

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  6. 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.

    19 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!

    17 votes

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

    15 votes

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

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  9. Copy Catalog Items and save as a new item

    11 votes

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  10. 10 votes

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

    9 votes

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  12. customize the auto-reminder Time and Days

    7 votes

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  13. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    6 votes

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

    6 votes

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  15. Add the ability for admin to have notifications for entire workspace

    6 votes

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  16. Have expiration/reminder settings on a template which is used in Bulk Send to remain

    5 votes

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  17. Mass download templates

    5 votes

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

    5 votes

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