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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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329 results found

  1. 1 vote

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  2. move one team member from one workspace to another

    4 votes

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  3. 2 votes

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  4. 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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  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.

    2 votes

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  6. 2 votes

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

    78 votes

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  8. 3 votes

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  9. 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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  10. 1 vote

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

    2 votes

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  13. Block user trying to get access to workspace

    3 votes

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  14. 1 vote

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

    6 votes

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  17. 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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  18. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 votes

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  19. Add space between numbered list

    15 votes

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  20. 5 votes

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