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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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332 results found

  1. Ability to limit account users from creating tags.

    Ability to limit account users from creating tags.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Disable expiration time / ability to set no expiration on document [Workaround in comments]

    disable expiration time

    34 votes

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    Idea  ·  5 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Option to hide "resolved suggestions" in sent status

    Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    2 votes

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  4. Be able to change own license type as Account Owner

    2 votes

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  5. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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  6. ability to have a free admin user within an account (for managerial purposes only)

    2 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. 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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  8. sending on members' behalf

    1 vote

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  9. Ability to invite users into multiple workspaces at once.

    Ability to add multiple users to multiple Workspaces all at once

    21 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Widen sidebar/panel

    2 votes

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  11. remove profile photo

    I want to completely remove my profile photo. I do not want to replace it with another photo.

    12 votes

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  12. 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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Ability to add a user to view a workspace for just a limited amount of time

    Ability to add a user to view a workspace for just a limited amount of time

    2 votes

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  14. default page size on the workspace level

    Default page size for all new documents/templates to be set on a workspace level

    5 votes

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  15. 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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  16. Option to disable change status of documents for non admins roles

    Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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  17. Custom Permissions for adding tags

    Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    2 votes

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  18. 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.

    28 votes

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    Idea  ·  7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Add a message/link to the dashboard

    idea to add a message/link to the dashboard for all of our team members to see

    4 votes

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  20. disable SSO login page option

    disable SSO login page

    1 vote

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