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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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338 results found

  1. Ability to see or preview what it looks like after changing the Branding

    1 vote

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  2. Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.

    32 votes

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  3. 1 vote

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  4. Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.

    3 votes

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  5. Activity reporting per user as to when the user logged in/logged out of the system

    45 votes

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    Hi. 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!

  6. Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

    7 votes

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  7. a way to export the custom role permissions into excel file

    2 votes

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  8. Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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  9. Add an option so that all members of the workspace (not just managers) can access reporting.

    1 vote

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  10. Option to download signed doc as JPEG

    1 vote

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  11. Ability to delete logo

    4 votes

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  12. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    9 votes

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  13. restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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  14. At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins

    1 vote

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  15. The administrator could restrict workspace users from changing some recipients when sending documents.

    2 votes

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  16. This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

    3 votes

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  17. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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  18. 2 votes

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  19. 3 votes

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  20. ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.

    9 votes

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