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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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337 results found

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

    5 votes

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  2. Add a die-cut lines around the outside, quarter of an inch for printing

    1 vote

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  3. 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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  4. 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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  5. 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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    Hi,

    Good news: With the latest Admin Panel update, it's now possible to manage all users within the organization from the corresponding section. This update is being gradually rolled out. If you'd like to test it, please reach out to our support team at support@pandadoc.com.

    More details about the update can be found here.


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

    4 votes

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  7. disable SSO login page

    1 vote

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

    32 votes

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  9. 3 votes

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  10. rename user of the app as an admin

    6 votes

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  11. 336 votes

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  12. The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.

    13 votes

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  13. ability to disable chat option in a document

    43 votes

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    Hi there. 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!

  14. 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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  15. 1 vote

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  16. 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

    235 votes

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

    4 votes

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

    13 votes

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

    3 votes

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  20. 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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