345 results found
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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 -
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
34 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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disable SSO login page option
disable SSO login page
1 vote -
Reminder customization: Customize the text in reminder message
Customize the text in reminder message
367 votesHi,
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!
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3 votes
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rename user of the app as an admin
rename user of the app as an admin
6 votes -
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 -
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 -
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
252 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
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Restrict Duplicating Documents
Have an option to restrict duplicating of documents.
8 votes -
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 -
Separate branding on a template/document level
should be possible to define an indiviudal branding per document/ on a template level
3 votes -
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 -
Edit revenue in application reporting
Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.
1 vote -
1 vote
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Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates
limit which templates / template folders a user can access
182 votesHi,
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
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Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
12 votes -
move a team member from one workspace to another
move one team member from one workspace to another
6 votes -
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
9 votes
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