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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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352 results found

  1. To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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  2. 3 votes

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  3. All document units are expressed in inches - even where the document size is metric (A4!).

    Allow a global setting alongside language localization to allow for metric measurements to be used, so page sizes and margins can be expressed in mm with the option per-document for this to be changed (though the latter probably not required).

    3 votes

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  4. 2 votes

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  5. Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.

    1 vote

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  6. Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.

    3 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.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  7. ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers

    1 vote

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  8. 18 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.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. 38 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.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  11. Ability to limit account users from creating tags.

    2 votes

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

    8 votes

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  13. 2 votes

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  14. 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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  15. 2 votes

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  16. Ability to add multiple users to multiple Workspaces all at once

    23 votes

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  17. 33 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.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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

    13 votes

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  20. 2 votes

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