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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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330 results found

  1. move one team member from one workspace to another

    6 votes

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  2. 170 votes

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    Hi,

    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

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

    17 votes

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  4. Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded

    8 votes

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  5. 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.

    3 votes

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  6. 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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  7. 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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  8. 1 vote

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  9. 2 votes

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

    80 votes

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  12. 2 votes

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  13. Block user trying to get access to workspace

    4 votes

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  14. 3 votes

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  15. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    9 votes

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  16. 1 vote

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  17. 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.

    8 votes

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

    2 votes

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  19. 1 vote

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  20. 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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