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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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337 results found

  1. 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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. 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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. 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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. 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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. 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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    7 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Early access  ·  AdminPavel Kalinouski (Admin, PandaDoc) responded

    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. 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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Transfer / swap user licenses from one user to another

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

    32 votes

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    Idea  ·  3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  9. colorblind mode

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. rename user of the app as an admin

    rename user of the app as an admin

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Reminder customization: Customize the text in reminder message

    Customize the text in reminder message

    336 votes

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    32 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Multiple Workflow options & conditional workflow

    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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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Disable chat option

    ability to disable chat option in a document

    43 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    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. Add About to Expire tile on dashboard landing page

    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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Only be able to create a document via CRM

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Edit / customize text in all email notifications including Completion or Signed Email Message

    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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    38 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. view/access the document after expiration

    Recipient should be able to still view the document after expiration

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Change the title of the button “open the document”

    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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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Separate branding on a template/document level

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

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Move user(s) between workspaces

    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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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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