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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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339 results found

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

    3 votes

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  2. 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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  3. Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.

    1 vote

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  4. 1 vote

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  5. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    12 votes

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  6. move one team member from one workspace to another

    6 votes

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  7. 5 votes

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  8. 159 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

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

    16 votes

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

    8 votes

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  11. Have an option to restrict duplicating of documents.

    6 votes

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  12. 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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  13. 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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  14. 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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  15. 1 vote

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  16. 2 votes

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  17. 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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  18. Have an option to change timezone of the application to AEST.

    79 votes

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  19. 2 votes

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  20. 3 votes

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