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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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312 results found

  1. Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.

    Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.

    2 votes

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  2. Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    14 votes

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  3. Restrict non-admins from being able to delete a page in a document. Or have this as an option for custom roles.

    2 votes

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  4. 1 vote

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  5. move one team member from one workspace to another

    4 votes

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  6. 2 votes

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  7. Create a setting to block the ability for users to create a document from a sent document.
    Idea is to force them to convert the sent document into a template or use an existing template.
    This would reduce the possibility of client data transferring to another document.

    2 votes

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  8. It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.

    2 votes

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  9. 2 votes

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  10. 3 votes

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  11. Have an option to change timezone of the application to AEST.

    77 votes

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    Hello, 

    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!

  12. 3 votes

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  13. 1 vote

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  14. Possibility of having document roles to keep role assignment when CL items are added

    2 votes

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  15. Block user trying to get access to workspace

    3 votes

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  16. 1 vote

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  17. Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.

    2 votes

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  18. Global Settings: the same Roles for all templates to be created

    6 votes

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  19. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    3 votes

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  20. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    7 votes

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