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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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312 results found

  1. 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.

    1 vote

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  2. 1 vote

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  3. 3 votes

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  4. rename user of the app as an admin

    6 votes

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

    29 votes

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  6. 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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  7. ability to disable chat option in a document

    40 votes

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    Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  8. 303 votes

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  9. 1 vote

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  10. Recipient should be able to still view the document after expiration

    4 votes

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  11. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  12. Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    5 votes

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  13. 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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  14. 1 vote

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  15. 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

    212 votes

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    Hi!


    We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Don’t hesitate to reach out if you have any other ideas.

  16. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    11 votes

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  17. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    8 votes

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  18. Have an option to restrict duplicating of documents.

    6 votes

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  19. 142 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  20. Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    10 votes

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